CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.57M
3
+$4.41M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.21M

Top Sells

1
+$1.49B
2
+$64.3M
3
+$9.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.88M
5
MSFT icon
Microsoft
MSFT
+$539K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
241
+161
527
$6K ﹤0.01%
161
-74
528
$5K ﹤0.01%
1,000
529
$5K ﹤0.01%
976
530
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141
-84
531
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532
$5K ﹤0.01%
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533
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534
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-41
535
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18
536
$5K ﹤0.01%
335
537
$5K ﹤0.01%
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538
$5K ﹤0.01%
58
539
$5K ﹤0.01%
38
540
$5K ﹤0.01%
120
541
$5K ﹤0.01%
89
542
$4K ﹤0.01%
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543
$4K ﹤0.01%
25
544
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96
-88
545
$4K ﹤0.01%
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546
$4K ﹤0.01%
52
547
$4K ﹤0.01%
100
548
$4K ﹤0.01%
80
549
$4K ﹤0.01%
21
550
$4K ﹤0.01%
337
20 21
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