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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.42M
3
+$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1
+$225M
2
+$28.3M
3
+$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18.8K ﹤0.01%
53
+22
452
$18.4K ﹤0.01%
87
453
$18.4K ﹤0.01%
91
+88
454
$18.3K ﹤0.01%
485
455
$18.2K ﹤0.01%
+323
456
$18.1K ﹤0.01%
588
-109
457
$18K ﹤0.01%
57
-6
458
$17.9K ﹤0.01%
200
459
$17.9K ﹤0.01%
146
460
$17.8K ﹤0.01%
1,000
461
$17.6K ﹤0.01%
300
-80
462
$17.5K ﹤0.01%
583
463
$17.5K ﹤0.01%
1,000
464
$17.5K ﹤0.01%
1,432
465
$17.5K ﹤0.01%
171
-288
466
$17.5K ﹤0.01%
207
-9
467
$17.5K ﹤0.01%
517
+4
468
$17.4K ﹤0.01%
300
469
$17.1K ﹤0.01%
203
470
$17.1K ﹤0.01%
152
+2
471
$16.8K ﹤0.01%
100
472
$16.8K ﹤0.01%
220
473
$16.7K ﹤0.01%
56
-18
474
$16.6K ﹤0.01%
117
475
$16.6K ﹤0.01%
+87
17 18
19
20 21