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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

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%
+300
527
$6K ﹤0.01%
108
528
$5K ﹤0.01%
1,000
529
$5K ﹤0.01%
976
530
$5K ﹤0.01%
141
-84
531
$5K ﹤0.01%
243
-41
532
$5K ﹤0.01%
18
533
$5K ﹤0.01%
335
534
$5K ﹤0.01%
150
535
$5K ﹤0.01%
58
536
$5K ﹤0.01%
38
537
$5K ﹤0.01%
120
538
$5K ﹤0.01%
124
-231
539
$5K ﹤0.01%
76
540
$5K ﹤0.01%
89
541
$5K ﹤0.01%
27
542
$4K ﹤0.01%
52
543
$4K ﹤0.01%
100
544
$4K ﹤0.01%
80
545
$4K ﹤0.01%
21
546
$4K ﹤0.01%
337
547
$4K ﹤0.01%
41
548
$4K ﹤0.01%
25
549
$4K ﹤0.01%
84
-16
550
$4K ﹤0.01%
103
20 21
22
23 24