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
$197M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1 +$49.3M
2 +$32.5M
3 +$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$7K ﹤0.01%
+135
502
$7K ﹤0.01%
+2,000
503
$6K ﹤0.01%
+159
504
$6K ﹤0.01%
+151
505
$6K ﹤0.01%
+82
506
$6K ﹤0.01%
+186
507
$6K ﹤0.01%
+46
508
$6K ﹤0.01%
+247
509
$6K ﹤0.01%
+301
510
$6K ﹤0.01%
+21
511
$6K ﹤0.01%
+50
512
$6K ﹤0.01%
+2,111
513
$6K ﹤0.01%
+100
514
$6K ﹤0.01%
+183
515
$6K ﹤0.01%
+259
516
$6K ﹤0.01%
+62
517
$6K ﹤0.01%
+1,066
518
$6K ﹤0.01%
+491
519
$6K ﹤0.01%
+80
520
$6K ﹤0.01%
+248
521
$5K ﹤0.01%
+600
522
$5K ﹤0.01%
+30
523
$5K ﹤0.01%
+150
524
$5K ﹤0.01%
+68
525
$5K ﹤0.01%
+91