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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
+152
527
$5K ﹤0.01%
+310
528
$5K ﹤0.01%
+194
529
$5K ﹤0.01%
+137
530
$5K ﹤0.01%
+69
531
$5K ﹤0.01%
+124
532
$5K ﹤0.01%
+108
533
$5K ﹤0.01%
+437
534
$5K ﹤0.01%
+499
535
$5K ﹤0.01%
+300
536
$5K ﹤0.01%
+200
537
$4K ﹤0.01%
+35
538
$4K ﹤0.01%
+83
539
$4K ﹤0.01%
+626
540
$4K ﹤0.01%
+150
541
$4K ﹤0.01%
+100
542
$4K ﹤0.01%
+103
543
$4K ﹤0.01%
+18
544
$4K ﹤0.01%
+37
545
$4K ﹤0.01%
+95
546
$4K ﹤0.01%
+44
547
$4K ﹤0.01%
+150
548
$4K ﹤0.01%
+1,020
549
$4K ﹤0.01%
+80
550
$4K ﹤0.01%
+20
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