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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17K ﹤0.01%
127
-32
427
$17K ﹤0.01%
121
428
$17K ﹤0.01%
216
+139
429
$16K ﹤0.01%
103
-5
430
$16K ﹤0.01%
+1,000
431
$16K ﹤0.01%
158
-202
432
$16K ﹤0.01%
250
433
$16K ﹤0.01%
2,478
434
$15K ﹤0.01%
380
-14
435
$15K ﹤0.01%
300
436
$15K ﹤0.01%
79
437
$15K ﹤0.01%
200
438
$15K ﹤0.01%
137
-6
439
$15K ﹤0.01%
143
+25
440
$15K ﹤0.01%
+400
441
$15K ﹤0.01%
420
442
$15K ﹤0.01%
100
-153
443
$15K ﹤0.01%
238
444
$15K ﹤0.01%
35
-45
445
$15K ﹤0.01%
+65
446
$15K ﹤0.01%
57
-6
447
$15K ﹤0.01%
129
448
$14K ﹤0.01%
71
449
$14K ﹤0.01%
105
450
$14K ﹤0.01%
372
-130
16 17
18
19 20