CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
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 +$234M
2 +$48.3M
3 +$31.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$28.4M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$12M

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%
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482
$8K ﹤0.01%
+43
483
$7K ﹤0.01%
+48
484
$7K ﹤0.01%
+147
485
$7K ﹤0.01%
+6
486
$7K ﹤0.01%
+88
487
$7K ﹤0.01%
+56
488
$7K ﹤0.01%
+261
489
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+72
490
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+275
491
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492
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+110
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+117
494
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+2
495
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+178
496
$7K ﹤0.01%
+192
497
$7K ﹤0.01%
+398
498
$7K ﹤0.01%
+191
499
$7K ﹤0.01%
+150
500
$7K ﹤0.01%
+52