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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1 +$8.26M
2 +$7.92M
3 +$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1 +$3.07M
2 +$2.67M
3 +$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$8K ﹤0.01%
594
502
$8K ﹤0.01%
392
503
$8K ﹤0.01%
452
504
$8K ﹤0.01%
+700
505
$8K ﹤0.01%
272
506
$7K ﹤0.01%
285
507
$7K ﹤0.01%
155
508
$7K ﹤0.01%
139
509
$7K ﹤0.01%
183
510
$7K ﹤0.01%
+194
511
$7K ﹤0.01%
224
-873
512
$7K ﹤0.01%
370
513
$7K ﹤0.01%
252
514
$7K ﹤0.01%
200
515
$7K ﹤0.01%
36
516
$7K ﹤0.01%
44
517
$7K ﹤0.01%
315
518
$7K ﹤0.01%
195
519
$7K ﹤0.01%
100
520
$7K ﹤0.01%
15
521
$7K ﹤0.01%
45
522
$7K ﹤0.01%
111
523
$7K ﹤0.01%
3,000
524
$6K ﹤0.01%
3
525
$6K ﹤0.01%
200