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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.42M
3
+$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1
+$225M
2
+$28.3M
3
+$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27.3K ﹤0.01%
311
-39
402
$27.1K ﹤0.01%
494
403
$27.1K ﹤0.01%
794
-58
404
$27K ﹤0.01%
+76
405
$26.9K ﹤0.01%
811
406
$26.9K ﹤0.01%
78
407
$26.9K ﹤0.01%
130
408
$26.8K ﹤0.01%
780
409
$26.7K ﹤0.01%
+265
410
$25.9K ﹤0.01%
326
411
$25.7K ﹤0.01%
426
412
$25.6K ﹤0.01%
246
413
$25.6K ﹤0.01%
261
414
$25.5K ﹤0.01%
121
+56
415
$25.4K ﹤0.01%
290
416
$25.3K ﹤0.01%
255
417
$25K ﹤0.01%
500
418
$25K ﹤0.01%
+949
419
$24.4K ﹤0.01%
600
420
$23.7K ﹤0.01%
131
+60
421
$23.3K ﹤0.01%
+168
422
$23.3K ﹤0.01%
570
-133
423
$23.3K ﹤0.01%
161
-24
424
$22.7K ﹤0.01%
576
425
$22.6K ﹤0.01%
1,900
15 16
17
18 19