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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K 0.01%
+128
427
$12K 0.01%
+300
428
$11K 0.01%
+300
429
$11K 0.01%
+269
430
$11K 0.01%
+459
431
$11K 0.01%
+55
432
$11K 0.01%
+123
433
$11K 0.01%
+176
434
$11K 0.01%
+137
435
$11K 0.01%
+59
436
$11K 0.01%
+126
437
$11K 0.01%
+507
438
$11K 0.01%
+60
439
$11K 0.01%
+117
440
$11K 0.01%
+221
441
$11K 0.01%
+58
442
$11K 0.01%
+130
443
$11K 0.01%
+55
444
$11K 0.01%
+365
445
$10K 0.01%
+441
446
$10K 0.01%
+60
447
$10K 0.01%
+500
448
$10K 0.01%
+460
449
$10K 0.01%
+500
450
$10K 0.01%
+60
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