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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K ﹤0.01%
200
-21
452
$14K ﹤0.01%
45
-65
453
$14K ﹤0.01%
1,000
454
$14K ﹤0.01%
514
455
$14K ﹤0.01%
600
456
$14K ﹤0.01%
+292
457
$14K ﹤0.01%
400
458
$14K ﹤0.01%
100
459
$14K ﹤0.01%
300
460
$13K ﹤0.01%
771
+145
461
$13K ﹤0.01%
106
462
$13K ﹤0.01%
200
463
$13K ﹤0.01%
100
464
$13K ﹤0.01%
120
465
$13K ﹤0.01%
1,270
466
$13K ﹤0.01%
427
467
$13K ﹤0.01%
432
468
$13K ﹤0.01%
300
469
$12K ﹤0.01%
113
-20
470
$12K ﹤0.01%
320
-12
471
$12K ﹤0.01%
372
472
$12K ﹤0.01%
375
473
$12K ﹤0.01%
213
474
$12K ﹤0.01%
100
475
$12K ﹤0.01%
36
-7
17 18
19
20 21