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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12K ﹤0.01%
300
452
$12K ﹤0.01%
806
453
$12K ﹤0.01%
216
454
$12K ﹤0.01%
600
455
$12K ﹤0.01%
184
+1
456
$11K ﹤0.01%
121
457
$11K ﹤0.01%
76
-32
458
$11K ﹤0.01%
36
459
$11K ﹤0.01%
97
460
$11K ﹤0.01%
140
461
$11K ﹤0.01%
232
+32
462
$11K ﹤0.01%
574
463
$11K ﹤0.01%
300
464
$10K ﹤0.01%
327
-1,080
465
$10K ﹤0.01%
2
466
$10K ﹤0.01%
93
-2
467
$10K ﹤0.01%
47
-2
468
$10K ﹤0.01%
87
469
$10K ﹤0.01%
37
+20
470
$10K ﹤0.01%
144
471
$10K ﹤0.01%
201
+6
472
$10K ﹤0.01%
154
473
$10K ﹤0.01%
473
474
$10K ﹤0.01%
155
475
$10K ﹤0.01%
432
17 18
19
20 21