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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
570
+79
502
$5K ﹤0.01%
50
-36
503
$5K ﹤0.01%
106
-29
504
$5K ﹤0.01%
108
505
$5K ﹤0.01%
300
506
$4K ﹤0.01%
92
-182
507
$4K ﹤0.01%
75
508
$4K ﹤0.01%
844
509
$4K ﹤0.01%
140
510
$4K ﹤0.01%
626
511
$4K ﹤0.01%
150
512
$4K ﹤0.01%
37
513
$4K ﹤0.01%
80
514
$4K ﹤0.01%
126
-26
515
$4K ﹤0.01%
310
516
$4K ﹤0.01%
48
517
$4K ﹤0.01%
473
518
$4K ﹤0.01%
137
519
$4K ﹤0.01%
+72
520
$4K ﹤0.01%
22
521
$4K ﹤0.01%
1,100
522
$4K ﹤0.01%
200
523
$3K ﹤0.01%
+1,237
524
$3K ﹤0.01%
35
525
$3K ﹤0.01%
686
+227
19 20
21
22 23