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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
+39
477
$12K ﹤0.01%
74
478
$12K ﹤0.01%
806
479
$12K ﹤0.01%
45
480
$12K ﹤0.01%
155
481
$12K ﹤0.01%
+2,350
482
$12K ﹤0.01%
2,569
483
$11K ﹤0.01%
189
484
$11K ﹤0.01%
83
485
$11K ﹤0.01%
370
486
$11K ﹤0.01%
140
487
$11K ﹤0.01%
150
-16
488
$11K ﹤0.01%
300
489
$11K ﹤0.01%
200
-60
490
$11K ﹤0.01%
84
491
$11K ﹤0.01%
473
492
$11K ﹤0.01%
97
-5
493
$11K ﹤0.01%
590
+2
494
$11K ﹤0.01%
+400
495
$11K ﹤0.01%
200
496
$11K ﹤0.01%
+387
497
$10K ﹤0.01%
+300
498
$10K ﹤0.01%
+200
499
$10K ﹤0.01%
59
500
$10K ﹤0.01%
285
+142
18 19
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