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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$16.8M
3 +$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$19K ﹤0.01%
204
427
$18.7K ﹤0.01%
34
428
$18.5K ﹤0.01%
260
429
$18.4K ﹤0.01%
+400
430
$18.3K ﹤0.01%
100
431
$18.2K ﹤0.01%
63
+6
432
$18K ﹤0.01%
1,000
433
$18K ﹤0.01%
+150
434
$17.9K ﹤0.01%
642
435
$17.7K ﹤0.01%
150
+3
436
$17.4K ﹤0.01%
530
437
$17.4K ﹤0.01%
100
438
$17.3K ﹤0.01%
350
439
$17.3K ﹤0.01%
485
440
$17.3K ﹤0.01%
89
441
$17.2K ﹤0.01%
+1,432
442
$17.2K ﹤0.01%
359
+1
443
$16.9K ﹤0.01%
216
444
$16.9K ﹤0.01%
261
+217
445
$16.8K ﹤0.01%
300
446
$16.7K ﹤0.01%
583
447
$16.7K ﹤0.01%
251
+1
448
$16.7K ﹤0.01%
+1,233
449
$16.6K ﹤0.01%
203
450
$16.5K ﹤0.01%
129