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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
550
427
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-150
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54
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97
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698
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435
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117
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$12K ﹤0.01%
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438
$12K ﹤0.01%
46
439
$12K ﹤0.01%
74
440
$12K ﹤0.01%
45
441
$12K ﹤0.01%
155
-2
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$12K ﹤0.01%
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$12K ﹤0.01%
100
445
$11K ﹤0.01%
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446
$11K ﹤0.01%
102
-534
447
$11K ﹤0.01%
155
+7
448
$11K ﹤0.01%
375
449
$11K ﹤0.01%
128
450
$11K ﹤0.01%
71
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