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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
111
-100
427
$13K ﹤0.01%
246
+45
428
$13K ﹤0.01%
210
+200
429
$12K ﹤0.01%
102
430
$12K ﹤0.01%
237
431
$12K ﹤0.01%
151
432
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71
433
$12K ﹤0.01%
105
434
$12K ﹤0.01%
44
-2
435
$12K ﹤0.01%
494
436
$12K ﹤0.01%
40
437
$12K ﹤0.01%
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438
$12K ﹤0.01%
74
439
$12K ﹤0.01%
45
440
$12K ﹤0.01%
155
441
$12K ﹤0.01%
97
442
$12K ﹤0.01%
41
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$12K ﹤0.01%
100
444
$11K ﹤0.01%
112
445
$11K ﹤0.01%
320
446
$11K ﹤0.01%
55
447
$11K ﹤0.01%
128
448
$11K ﹤0.01%
83
449
$11K ﹤0.01%
579
450
$11K ﹤0.01%
52
16 17
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