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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
452
477
$10K ﹤0.01%
216
478
$10K ﹤0.01%
529
479
$9K ﹤0.01%
155
480
$9K ﹤0.01%
213
481
$9K ﹤0.01%
184
482
$9K ﹤0.01%
+200
483
$9K ﹤0.01%
44
484
$9K ﹤0.01%
100
485
$9K ﹤0.01%
273
486
$9K ﹤0.01%
69
-12
487
$9K ﹤0.01%
200
488
$9K ﹤0.01%
272
489
$9K ﹤0.01%
210
490
$8K ﹤0.01%
59
-23
491
$8K ﹤0.01%
800
492
$8K ﹤0.01%
32
493
$8K ﹤0.01%
360
494
$8K ﹤0.01%
40
-3
495
$8K ﹤0.01%
+200
496
$8K ﹤0.01%
195
497
$8K ﹤0.01%
1,158
498
$8K ﹤0.01%
111
499
$8K ﹤0.01%
+90
500
$8K ﹤0.01%
26
-9
18 19
20
21 22