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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
200
477
$9K ﹤0.01%
57
478
$9K ﹤0.01%
200
479
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480
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+400
481
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59
482
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105
483
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271
-101
484
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111
485
$9K ﹤0.01%
419
-781
486
$9K ﹤0.01%
140
487
$9K ﹤0.01%
806
488
$9K ﹤0.01%
1,000
489
$9K ﹤0.01%
84
490
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473
491
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155
492
$8K ﹤0.01%
35
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494
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496
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17
-25
497
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40
498
$8K ﹤0.01%
39
499
$8K ﹤0.01%
87
500
$8K ﹤0.01%
31
18 19
20
21 22