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
$711M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$11.8M
3 +$2.38M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.73M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.18M

Top Sells

1 +$17.3M
2 +$3.58M
3 +$2.28M
4
PLD icon
Prologis
PLD
+$1.84M
5
ONB icon
Old National Bancorp
ONB
+$1M

Sector Composition

1 Healthcare 4.82%
2 Technology 3.33%
3 Real Estate 2.95%
4 Consumer Discretionary 1.34%
5 Financials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VIS icon
451
Vanguard Industrials ETF
VIS
$6.37B
$17.9K ﹤0.01%
87
CR icon
452
Crane Co
CR
$10.8B
$17.8K ﹤0.01%
+200
SNV icon
453
Synovus
SNV
$7.31B
$17.8K ﹤0.01%
588
OHI icon
454
Omega Healthcare
OHI
$13B
$17.6K ﹤0.01%
574
DD icon
455
DuPont de Nemours
DD
$17.3B
$17.4K ﹤0.01%
583
ECL icon
456
Ecolab
ECL
$74.7B
$17.4K ﹤0.01%
93
PYPL icon
457
PayPal
PYPL
$56B
$17.4K ﹤0.01%
260
HCA icon
458
HCA Healthcare
HCA
$108B
$17.3K ﹤0.01%
57
-68
MET icon
459
MetLife
MET
$53.7B
$17K ﹤0.01%
300
STE icon
460
Steris
STE
$25B
$16.9K ﹤0.01%
75
NBTB icon
461
NBT Bancorp
NBTB
$2.28B
$16.6K ﹤0.01%
522
+5
JCI icon
462
Johnson Controls International
JCI
$73B
$16.6K ﹤0.01%
244
HHH icon
463
Howard Hughes
HHH
$4.66B
$16.6K ﹤0.01%
220
GABC icon
464
German American Bancorp
GABC
$1.53B
$16.1K ﹤0.01%
591
+5
IPAR icon
465
Interparfums
IPAR
$2.7B
$15.8K ﹤0.01%
117
FCX icon
466
Freeport-McMoran
FCX
$70.6B
$15.6K ﹤0.01%
391
-179
CCEP icon
467
Coca-Cola Europacific Partners
CCEP
$41.4B
$15.3K ﹤0.01%
237
-5
IHAK icon
468
iShares Cybersecurity and Tech ETF
IHAK
$849M
$15.1K ﹤0.01%
400
CSX icon
469
CSX Corp
CSX
$68B
$15K ﹤0.01%
441
BHP icon
470
BHP
BHP
$151B
$14.9K ﹤0.01%
250
SXI icon
471
Standex International
SXI
$2.73B
$14.9K ﹤0.01%
105
OSPN icon
472
OneSpan
OSPN
$486M
$14.8K ﹤0.01%
1,000
LHX icon
473
L3Harris
LHX
$53.8B
$14.7K ﹤0.01%
75
ANET icon
474
Arista Networks
ANET
$165B
$14.3K ﹤0.01%
+352
BABA icon
475
Alibaba
BABA
$357B
$14.3K ﹤0.01%
171