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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12K ﹤0.01%
+300
452
$11K ﹤0.01%
320
453
$11K ﹤0.01%
79
454
$11K ﹤0.01%
350
+60
455
$11K ﹤0.01%
200
456
$11K ﹤0.01%
220
+155
457
$11K ﹤0.01%
432
458
$11K ﹤0.01%
485
459
$11K ﹤0.01%
600
460
$11K ﹤0.01%
100
461
$11K ﹤0.01%
241
+1
462
$11K ﹤0.01%
35
463
$11K ﹤0.01%
387
464
$11K ﹤0.01%
151
+128
465
$11K ﹤0.01%
164
466
$10K ﹤0.01%
217
467
$10K ﹤0.01%
375
468
$10K ﹤0.01%
83
469
$10K ﹤0.01%
917
470
$10K ﹤0.01%
106
471
$10K ﹤0.01%
400
472
$10K ﹤0.01%
150
473
$10K ﹤0.01%
28
474
$10K ﹤0.01%
74
475
$10K ﹤0.01%
45
17 18
19
20 21