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
476
$9K ﹤0.01%
183
477
$9K ﹤0.01%
200
478
$9K ﹤0.01%
24
479
$9K ﹤0.01%
111
480
$9K ﹤0.01%
505
+45
481
$9K ﹤0.01%
347
482
$9K ﹤0.01%
200
483
$9K ﹤0.01%
587
-5
484
$8K ﹤0.01%
370
-40
485
$8K ﹤0.01%
143
-118
486
$8K ﹤0.01%
76
-214
487
$8K ﹤0.01%
305
488
$8K ﹤0.01%
72
489
$8K ﹤0.01%
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490
$8K ﹤0.01%
94
491
$8K ﹤0.01%
+100
492
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27
-66
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$8K ﹤0.01%
2
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473
495
$8K ﹤0.01%
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+87
497
$7K ﹤0.01%
88
498
$7K ﹤0.01%
45
-27
499
$7K ﹤0.01%
17
500
$7K ﹤0.01%
195
18 19
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