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
$327M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Sells

1 +$76.5M
2 +$2.87M
3 +$2.11M
4
FISV
Fiserv Inc
FISV
+$1.2M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.1M

Sector Composition

1 Technology 6%
2 Healthcare 3.75%
3 Financials 2.52%
4 Communication Services 2%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$7K ﹤0.01%
347
502
$7K ﹤0.01%
592
503
$7K ﹤0.01%
27
-10
504
$7K ﹤0.01%
75
505
$7K ﹤0.01%
337
506
$6K ﹤0.01%
77
507
$6K ﹤0.01%
300
508
$6K ﹤0.01%
195
+68
509
$6K ﹤0.01%
91
510
$6K ﹤0.01%
20
511
$6K ﹤0.01%
406
512
$6K ﹤0.01%
36
513
$6K ﹤0.01%
151
514
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82
515
$6K ﹤0.01%
150
516
$6K ﹤0.01%
68
517
$6K ﹤0.01%
52
518
$6K ﹤0.01%
108
519
$6K ﹤0.01%
166
520
$5K ﹤0.01%
100
521
$5K ﹤0.01%
44
522
$5K ﹤0.01%
400
+200
523
$5K ﹤0.01%
80
524
$5K ﹤0.01%
473
525
$5K ﹤0.01%
143
-53