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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
20
527
$6K ﹤0.01%
108
528
$6K ﹤0.01%
125
529
$5K ﹤0.01%
976
530
$5K ﹤0.01%
141
531
$5K ﹤0.01%
+42
532
$5K ﹤0.01%
80
533
$5K ﹤0.01%
372
+100
534
$5K ﹤0.01%
382
535
$5K ﹤0.01%
150
536
$5K ﹤0.01%
1,008
537
$5K ﹤0.01%
62
538
$5K ﹤0.01%
34
539
$5K ﹤0.01%
77
-17
540
$5K ﹤0.01%
190
541
$5K ﹤0.01%
76
542
$5K ﹤0.01%
27
543
$4K ﹤0.01%
52
544
$4K ﹤0.01%
100
545
$4K ﹤0.01%
56
-26
546
$4K ﹤0.01%
21
547
$4K ﹤0.01%
228
548
$4K ﹤0.01%
337
549
$4K ﹤0.01%
25
550
$4K ﹤0.01%
84
20 21
22
23 24