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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16.4K ﹤0.01%
200
452
$16K ﹤0.01%
220
453
$16K ﹤0.01%
521
454
$15.8K ﹤0.01%
1,000
455
$15.7K ﹤0.01%
400
456
$15.7K ﹤0.01%
516
457
$15.6K ﹤0.01%
306
+89
458
$15.5K ﹤0.01%
250
-54
459
$15K ﹤0.01%
270
460
$14.8K ﹤0.01%
400
461
$14.6K ﹤0.01%
100
462
$14.6K ﹤0.01%
200
463
$14.5K ﹤0.01%
485
464
$14.4K ﹤0.01%
600
+200
465
$14.4K ﹤0.01%
+152
466
$14.2K ﹤0.01%
146
-150
467
$14.2K ﹤0.01%
312
+12
468
$13.7K ﹤0.01%
441
469
$13.4K ﹤0.01%
137
470
$13.4K ﹤0.01%
242
+1
471
$13.3K ﹤0.01%
582
+466
472
$13.2K ﹤0.01%
45
473
$13.2K ﹤0.01%
65
474
$13.2K ﹤0.01%
600
475
$13.2K ﹤0.01%
400
+200
17 18
19
20 21