CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
200
402
$17K ﹤0.01%
530
403
$17K ﹤0.01%
200
404
$17K ﹤0.01%
485
405
$17K ﹤0.01%
200
406
$17K ﹤0.01%
338
+62
407
$17K ﹤0.01%
534
408
$17K ﹤0.01%
34
409
$17K ﹤0.01%
+1,000
410
$17K ﹤0.01%
57
411
$17K ﹤0.01%
358
+1
412
$16K ﹤0.01%
286
-22
413
$16K ﹤0.01%
108
414
$16K ﹤0.01%
89
+25
415
$15K ﹤0.01%
304
+54
416
$15K ﹤0.01%
100
417
$15K ﹤0.01%
200
418
$15K ﹤0.01%
516
419
$14K ﹤0.01%
103
420
$14K ﹤0.01%
521
421
$14K ﹤0.01%
270
-75
422
$14K ﹤0.01%
250
423
$14K ﹤0.01%
100
424
$14K ﹤0.01%
216
425
$14K ﹤0.01%
121
15 16
17
18 19