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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.44%
4,622
-65
27
$1.63M 0.41%
15,060
+10,360
28
$1.51M 0.38%
9,627
-432
29
$1.5M 0.38%
+17,400
30
$1.46M 0.37%
28,900
+25,000
31
$1.46M 0.37%
6,652
+818
32
$1.43M 0.36%
3,824
+96
33
$1.39M 0.35%
22,477
+52
34
$1.38M 0.35%
27,055
+22,155
35
$1.26M 0.32%
23,220
-490
36
$1.25M 0.32%
13,100
+11,000
37
$1.25M 0.31%
5,596
-2,507
38
$1.22M 0.31%
6,116
-110
39
$1.2M 0.3%
6,143
-1,475
40
$1.16M 0.29%
8,311
-270
41
$1.14M 0.29%
9,978
+9,515
42
$1.13M 0.28%
12,880
-2,960
43
$1.08M 0.27%
20,193
-3,359
44
$1.06M 0.27%
2,128
-20
45
$1.05M 0.26%
69,114
+72
46
$983K 0.25%
8,484
+858
47
$965K 0.24%
4,432
-78
48
$841K 0.21%
1,527
-27
49
$741K 0.19%
2,714
-33
50
$725K 0.18%
4,795
-650
1
2
3 4 5