CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
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 +$234M
2 +$48.3M
3 +$31.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$28.4M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$12M

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%
+186
504
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+46
505
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+247
506
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+301
507
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+21
508
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+50
509
$6K ﹤0.01%
+2,111
510
$6K ﹤0.01%
+100
511
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+183
512
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+491
513
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+80
514
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+248
515
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+159
516
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+151
517
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+82
518
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+259
519
$6K ﹤0.01%
+62
520
$6K ﹤0.01%
+1,066
521
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+152
522
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+310
523
$5K ﹤0.01%
+194
524
$5K ﹤0.01%
+138
525
$5K ﹤0.01%
+69