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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
2,478
427
$14K ﹤0.01%
129
428
$13K ﹤0.01%
200
429
$13K ﹤0.01%
1,000
430
$13K ﹤0.01%
127
431
$13K ﹤0.01%
121
432
$13K ﹤0.01%
147
+2
433
$13K ﹤0.01%
400
434
$13K ﹤0.01%
610
+375
435
$13K ﹤0.01%
1,133
-243
436
$13K ﹤0.01%
100
437
$13K ﹤0.01%
300
438
$12K ﹤0.01%
300
439
$12K ﹤0.01%
441
440
$12K ﹤0.01%
213
441
$12K ﹤0.01%
583
442
$12K ﹤0.01%
71
443
$12K ﹤0.01%
137
444
$12K ﹤0.01%
200
445
$12K ﹤0.01%
158
446
$12K ﹤0.01%
220
447
$12K ﹤0.01%
1,270
448
$12K ﹤0.01%
292
449
$12K ﹤0.01%
65
450
$12K ﹤0.01%
800
16 17
18
19 20