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
$197M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1 +$49.3M
2 +$32.5M
3 +$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$10K 0.01%
+86
452
$10K 0.01%
+48
453
$10K 0.01%
+347
454
$9K ﹤0.01%
+83
455
$9K ﹤0.01%
+461
456
$9K ﹤0.01%
+44
457
$9K ﹤0.01%
+305
458
$9K ﹤0.01%
+215
459
$9K ﹤0.01%
+68
460
$9K ﹤0.01%
+200
461
$9K ﹤0.01%
+124
462
$9K ﹤0.01%
+200
463
$9K ﹤0.01%
+49
464
$9K ﹤0.01%
+100
465
$9K ﹤0.01%
+277
466
$8K ﹤0.01%
+75
467
$8K ﹤0.01%
+320
468
$8K ﹤0.01%
+844
469
$8K ﹤0.01%
+375
470
$8K ﹤0.01%
+140
471
$8K ﹤0.01%
+286
472
$8K ﹤0.01%
+140
473
$8K ﹤0.01%
+40
474
$8K ﹤0.01%
+500
475
$8K ﹤0.01%
+473