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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$11K ﹤0.01%
84
-9
502
$11K ﹤0.01%
1,270
+1,181
503
$11K ﹤0.01%
588
+14
504
$11K ﹤0.01%
452
505
$10K ﹤0.01%
57
-7
506
$10K ﹤0.01%
213
507
$10K ﹤0.01%
151
+7
508
$10K ﹤0.01%
111
-57
509
$10K ﹤0.01%
246
510
$10K ﹤0.01%
44
511
$10K ﹤0.01%
+45
512
$10K ﹤0.01%
58
-11
513
$10K ﹤0.01%
473
514
$10K ﹤0.01%
155
515
$10K ﹤0.01%
272
516
$9K ﹤0.01%
39
-8
517
$9K ﹤0.01%
155
518
$9K ﹤0.01%
173
+114
519
$9K ﹤0.01%
65
-20
520
$9K ﹤0.01%
200
521
$9K ﹤0.01%
200
522
$9K ﹤0.01%
195
523
$9K ﹤0.01%
100
524
$9K ﹤0.01%
154
525
$9K ﹤0.01%
267
+221
19 20
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