CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
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
+$21.3M
2
+$19.2M
3
+$18.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$12.3M

Top Sells

1
+$41.9M
2
+$6.5M
3
+$2.13M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.78M

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%
43
427
$8K ﹤0.01%
234
428
$8K ﹤0.01%
27
-9
429
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58
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-9
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+80
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434
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88
436
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152
-24
437
$7K ﹤0.01%
579
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$7K ﹤0.01%
250
439
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118
+1
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$7K ﹤0.01%
165
441
$7K ﹤0.01%
100
442
$7K ﹤0.01%
1,812
+1,649
443
$7K ﹤0.01%
200
444
$7K ﹤0.01%
309
445
$7K ﹤0.01%
49
446
$7K ﹤0.01%
+39
447
$7K ﹤0.01%
175
-16
448
$7K ﹤0.01%
78
-74
449
$7K ﹤0.01%
200
450
$7K ﹤0.01%
560
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