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
$327M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.15M
3
+$7.35M
4
BLKB icon
Blackbaud
BLKB
+$4.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.79M

Top Sells

1
+$2.78M
2
+$2.11M
3
+$1.25M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.11M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$936K

Sector Composition

1 Technology 6%
2 Healthcare 3.75%
3 Financials 2.52%
4 Communication Services 2%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
40
452
$9K ﹤0.01%
242
+197
453
$9K ﹤0.01%
58
-6
454
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+210
455
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355
456
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-18
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78
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458
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$9K ﹤0.01%
5,168
+130
460
$9K ﹤0.01%
560
461
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465
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-52
466
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467
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468
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469
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144
470
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471
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72
472
$8K ﹤0.01%
235
-51
473
$8K ﹤0.01%
550
-52
474
$8K ﹤0.01%
140
475
$8K ﹤0.01%
215
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