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
$197M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1 +$49.3M
2 +$32.5M
3 +$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$8K ﹤0.01%
+118
477
$8K ﹤0.01%
+560
478
$8K ﹤0.01%
+309
479
$8K ﹤0.01%
+750
480
$8K ﹤0.01%
+759
481
$8K ﹤0.01%
+166
482
$8K ﹤0.01%
+43
483
$7K ﹤0.01%
+72
484
$7K ﹤0.01%
+191
485
$7K ﹤0.01%
+147
486
$7K ﹤0.01%
+6
487
$7K ﹤0.01%
+88
488
$7K ﹤0.01%
+56
489
$7K ﹤0.01%
+261
490
$7K ﹤0.01%
+150
491
$7K ﹤0.01%
+52
492
$7K ﹤0.01%
+275
493
$7K ﹤0.01%
+77
494
$7K ﹤0.01%
+110
495
$7K ﹤0.01%
+117
496
$7K ﹤0.01%
+48
497
$7K ﹤0.01%
+2
498
$7K ﹤0.01%
+178
499
$7K ﹤0.01%
+192
500
$7K ﹤0.01%
+398