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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
12
+2
527
$3K ﹤0.01%
52
528
$3K ﹤0.01%
100
-50
529
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62
530
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531
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532
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59
-24
533
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534
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100
536
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103
537
$3K ﹤0.01%
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538
$3K ﹤0.01%
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539
$3K ﹤0.01%
95
540
$3K ﹤0.01%
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541
$3K ﹤0.01%
+33
542
$3K ﹤0.01%
44
543
$3K ﹤0.01%
2,301
+1,137
544
$3K ﹤0.01%
693
545
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31
546
$3K ﹤0.01%
124
547
$3K ﹤0.01%
80
548
$3K ﹤0.01%
62
549
$3K ﹤0.01%
91
-168
550
$3K ﹤0.01%
150
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