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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
51
-9
427
$8K ﹤0.01%
200
428
$8K ﹤0.01%
94
+70
429
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150
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$8K ﹤0.01%
100
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+239
433
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434
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88
436
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152
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437
$7K ﹤0.01%
579
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$7K ﹤0.01%
250
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118
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$7K ﹤0.01%
165
441
$7K ﹤0.01%
100
442
$7K ﹤0.01%
1,812
+1,649
443
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78
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$7K ﹤0.01%
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446
$7K ﹤0.01%
560
447
$7K ﹤0.01%
309
448
$7K ﹤0.01%
49
449
$7K ﹤0.01%
+39
450
$7K ﹤0.01%
175
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