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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15K ﹤0.01%
143
452
$15K ﹤0.01%
626
+266
453
$15K ﹤0.01%
105
454
$15K ﹤0.01%
221
+21
455
$15K ﹤0.01%
717
+345
456
$15K ﹤0.01%
550
+59
457
$15K ﹤0.01%
370
458
$15K ﹤0.01%
162
-1,085
459
$15K ﹤0.01%
+200
460
$15K ﹤0.01%
260
+28
461
$15K ﹤0.01%
427
-149
462
$15K ﹤0.01%
111
+103
463
$15K ﹤0.01%
160
464
$15K ﹤0.01%
300
465
$14K ﹤0.01%
375
466
$14K ﹤0.01%
59
467
$14K ﹤0.01%
38
+2
468
$14K ﹤0.01%
+106
469
$14K ﹤0.01%
100
-11
470
$14K ﹤0.01%
100
471
$14K ﹤0.01%
120
+1
472
$14K ﹤0.01%
165
473
$14K ﹤0.01%
332
+131
474
$14K ﹤0.01%
102
+5
475
$14K ﹤0.01%
750
17 18
19
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