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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7K ﹤0.01%
55
502
$7K ﹤0.01%
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503
$7K ﹤0.01%
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504
$7K ﹤0.01%
398
505
$7K ﹤0.01%
+1,000
506
$7K ﹤0.01%
300
507
$7K ﹤0.01%
+210
508
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161
-74
509
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510
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511
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744
512
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-118
513
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514
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515
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516
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68
517
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241
+161
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$6K ﹤0.01%
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519
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520
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1,158
521
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80
522
$6K ﹤0.01%
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523
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20
524
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94
-7
525
$6K ﹤0.01%
+1
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