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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
97
-100
452
$11K ﹤0.01%
140
453
$11K ﹤0.01%
215
454
$11K ﹤0.01%
119
455
$11K ﹤0.01%
58
456
$11K ﹤0.01%
806
457
$11K ﹤0.01%
570
-128
458
$11K ﹤0.01%
560
459
$11K ﹤0.01%
182
460
$11K ﹤0.01%
587
461
$10K ﹤0.01%
1,000
462
$10K ﹤0.01%
155
463
$10K ﹤0.01%
+360
464
$10K ﹤0.01%
213
+70
465
$10K ﹤0.01%
36
466
$10K ﹤0.01%
279
-26
467
$10K ﹤0.01%
37
-17
468
$10K ﹤0.01%
157
-26
469
$10K ﹤0.01%
473
470
$10K ﹤0.01%
+200
471
$10K ﹤0.01%
150
-40
472
$9K ﹤0.01%
108
473
$9K ﹤0.01%
143
474
$9K ﹤0.01%
144
-979
475
$9K ﹤0.01%
+300
17 18
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