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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$14K ﹤0.01%
63
-114
477
$13K ﹤0.01%
502
-77
478
$13K ﹤0.01%
550
479
$13K ﹤0.01%
300
480
$13K ﹤0.01%
315
+100
481
$13K ﹤0.01%
74
482
$13K ﹤0.01%
806
483
$13K ﹤0.01%
216
484
$13K ﹤0.01%
600
485
$13K ﹤0.01%
300
486
$12K ﹤0.01%
189
+68
487
$12K ﹤0.01%
104
-20
488
$12K ﹤0.01%
209
+25
489
$12K ﹤0.01%
140
490
$12K ﹤0.01%
40
491
$12K ﹤0.01%
2
492
$12K ﹤0.01%
401
+128
493
$12K ﹤0.01%
45
494
$11K ﹤0.01%
117
495
$11K ﹤0.01%
46
496
$11K ﹤0.01%
145
+58
497
$11K ﹤0.01%
83
498
$11K ﹤0.01%
80
-17
499
$11K ﹤0.01%
+614
500
$11K ﹤0.01%
111
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