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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.61%
16,336
27
$3.31M 0.61%
21,696
+284
28
$2.4M 0.44%
14,720
+1,340
29
$2.31M 0.42%
13,119
-509
30
$2.29M 0.42%
5,058
+3
31
$2.14M 0.39%
27,358
+2,725
32
$1.89M 0.35%
7,221
-5,159
33
$1.88M 0.34%
8,252
+60
34
$1.85M 0.34%
652,251
-41,457
35
$1.79M 0.33%
5,820
+367
36
$1.75M 0.32%
9,863
-722
37
$1.65M 0.3%
3,662
-1,889
38
$1.65M 0.3%
23,544
+1,850
39
$1.59M 0.29%
28,631
-4,289
40
$1.57M 0.29%
15,279
+709
41
$1.56M 0.29%
11,200
-1,140
42
$1.42M 0.26%
14,566
+1,114
43
$1.38M 0.25%
28,539
44
$1.25M 0.23%
5,624
-382
45
$1.18M 0.22%
23,400
+15,900
46
$1.15M 0.21%
64,221
-4,905
47
$1.11M 0.2%
10,992
-14
48
$1.05M 0.19%
+23,376
49
$1.03M 0.19%
9,874
-12,548
50
$1.01M 0.19%
7,240
-1,040
1
2
3 4 5