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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22.7K ﹤0.01%
714
402
$22.4K ﹤0.01%
718
+477
403
$22.3K ﹤0.01%
513
+3
404
$22.1K ﹤0.01%
326
-12
405
$21.9K ﹤0.01%
+1,900
406
$21.8K ﹤0.01%
130
407
$21.7K ﹤0.01%
583
+4
408
$21.7K ﹤0.01%
300
409
$21.4K ﹤0.01%
87
+66
410
$21.4K ﹤0.01%
1,745
+1,415
411
$21.4K ﹤0.01%
2,738
412
$21.3K ﹤0.01%
200
413
$21.1K ﹤0.01%
+236
414
$20.9K ﹤0.01%
954
415
$20.7K ﹤0.01%
380
416
$20.6K ﹤0.01%
+2,550
417
$20.1K ﹤0.01%
576
418
$19.9K ﹤0.01%
2,478
419
$19.7K ﹤0.01%
242
+1
420
$19.5K ﹤0.01%
+244
421
$19.4K ﹤0.01%
286
422
$19.2K ﹤0.01%
107
423
$19.2K ﹤0.01%
466
424
$19.1K ﹤0.01%
200
425
$19K ﹤0.01%
534
15 16
17
18 19