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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7K ﹤0.01%
61
-15
502
$7K ﹤0.01%
150
503
$7K ﹤0.01%
94
504
$7K ﹤0.01%
200
505
$7K ﹤0.01%
1,158
506
$7K ﹤0.01%
80
507
$7K ﹤0.01%
24
508
$7K ﹤0.01%
398
509
$7K ﹤0.01%
48
-28
510
$7K ﹤0.01%
17
511
$7K ﹤0.01%
300
512
$7K ﹤0.01%
+162
513
$6K ﹤0.01%
33
-3
514
$6K ﹤0.01%
+200
515
$6K ﹤0.01%
99
+56
516
$6K ﹤0.01%
+35
517
$6K ﹤0.01%
243
518
$6K ﹤0.01%
68
519
$6K ﹤0.01%
41
520
$6K ﹤0.01%
56
-16
521
$6K ﹤0.01%
18
522
$6K ﹤0.01%
335
523
$6K ﹤0.01%
38
524
$6K ﹤0.01%
120
525
$6K ﹤0.01%
124
19 20
21
22 23