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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
71
427
$14K ﹤0.01%
168
428
$14K ﹤0.01%
1,063
+863
429
$14K ﹤0.01%
215
430
$13K ﹤0.01%
64
431
$13K ﹤0.01%
117
432
$13K ﹤0.01%
46
-1
433
$13K ﹤0.01%
375
434
$13K ﹤0.01%
441
435
$13K ﹤0.01%
105
436
$13K ﹤0.01%
111
437
$13K ﹤0.01%
150
-100
438
$13K ﹤0.01%
165
439
$13K ﹤0.01%
74
440
$13K ﹤0.01%
45
441
$13K ﹤0.01%
97
442
$12K ﹤0.01%
200
443
$12K ﹤0.01%
491
-2
444
$12K ﹤0.01%
320
445
$12K ﹤0.01%
124
-4
446
$12K ﹤0.01%
83
447
$12K ﹤0.01%
59
448
$12K ﹤0.01%
246
449
$12K ﹤0.01%
119
450
$12K ﹤0.01%
40
16 17
18
19 20