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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
172
-20
477
$6K ﹤0.01%
+70
478
$6K ﹤0.01%
111
-7
479
$6K ﹤0.01%
398
480
$6K ﹤0.01%
277
481
$6K ﹤0.01%
347
482
$6K ﹤0.01%
759
483
$6K ﹤0.01%
47
484
$5K ﹤0.01%
6
485
$5K ﹤0.01%
56
486
$5K ﹤0.01%
137
487
$5K ﹤0.01%
249
+195
488
$5K ﹤0.01%
30
489
$5K ﹤0.01%
191
490
$5K ﹤0.01%
150
491
$5K ﹤0.01%
68
492
$5K ﹤0.01%
305
493
$5K ﹤0.01%
247
494
$5K ﹤0.01%
150
495
$5K ﹤0.01%
50
496
$5K ﹤0.01%
2
497
$5K ﹤0.01%
183
498
$5K ﹤0.01%
20
499
$5K ﹤0.01%
404
-115,956
500
$5K ﹤0.01%
135
-385
18 19
20
21 22