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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
494
452
$11K ﹤0.01%
119
+1
453
$11K ﹤0.01%
40
454
$11K ﹤0.01%
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-165
455
$11K ﹤0.01%
806
456
$11K ﹤0.01%
100
457
$11K ﹤0.01%
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458
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459
$11K ﹤0.01%
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+1
460
$10K ﹤0.01%
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461
$10K ﹤0.01%
55
-293
462
$10K ﹤0.01%
36
463
$10K ﹤0.01%
+105
464
$10K ﹤0.01%
579
-189
465
$10K ﹤0.01%
201
+21
466
$10K ﹤0.01%
140
467
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215
468
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469
$10K ﹤0.01%
154
470
$10K ﹤0.01%
560
471
$10K ﹤0.01%
609
472
$10K ﹤0.01%
452
473
$9K ﹤0.01%
108
-87
474
$9K ﹤0.01%
151
475
$9K ﹤0.01%
52
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