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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18K ﹤0.01%
200
427
$18K ﹤0.01%
714
-185
428
$18K ﹤0.01%
400
429
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129
+1
430
$17K ﹤0.01%
300
431
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441
432
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200
433
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143
+6
434
$17K ﹤0.01%
200
435
$17K ﹤0.01%
+521
436
$17K ﹤0.01%
166
+16
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$17K ﹤0.01%
250
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438
$17K ﹤0.01%
100
439
$17K ﹤0.01%
1,000
440
$17K ﹤0.01%
420
441
$17K ﹤0.01%
2,478
442
$16K ﹤0.01%
+133
443
$16K ﹤0.01%
+372
444
$16K ﹤0.01%
79
445
$16K ﹤0.01%
71
446
$16K ﹤0.01%
121
447
$16K ﹤0.01%
43
-6
448
$16K ﹤0.01%
238
+54
449
$16K ﹤0.01%
1,080
+80
450
$15K ﹤0.01%
332
+12
16 17
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19 20