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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13.1K ﹤0.01%
285
477
$12.9K ﹤0.01%
300
478
$12.9K ﹤0.01%
200
479
$12.7K ﹤0.01%
71
480
$12.6K ﹤0.01%
200
481
$12.4K ﹤0.01%
+1,750
482
$12.3K ﹤0.01%
+403
483
$12.3K ﹤0.01%
387
484
$12.3K ﹤0.01%
1,000
485
$12.2K ﹤0.01%
+305
486
$12.2K ﹤0.01%
320
487
$12.2K ﹤0.01%
150
488
$12.1K ﹤0.01%
249
-329
489
$12K ﹤0.01%
121
490
$12K ﹤0.01%
+240
491
$11.9K ﹤0.01%
+87
492
$11.8K ﹤0.01%
800
493
$11.7K ﹤0.01%
+23
494
$11.6K ﹤0.01%
44
+9
495
$11.5K ﹤0.01%
1,133
496
$11.4K ﹤0.01%
+165
497
$11.3K ﹤0.01%
200
498
$11.3K ﹤0.01%
+367
499
$11.3K ﹤0.01%
+117
500
$11.2K ﹤0.01%
700
18 19
20
21 22