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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8K ﹤0.01%
35
-4
527
$8K ﹤0.01%
118
+1
528
$8K ﹤0.01%
225
+1
529
$8K ﹤0.01%
241
530
$8K ﹤0.01%
614
531
$8K ﹤0.01%
315
532
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48
-10
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$8K ﹤0.01%
100
534
$7K ﹤0.01%
250
535
$7K ﹤0.01%
156
536
$7K ﹤0.01%
71
537
$7K ﹤0.01%
243
538
$7K ﹤0.01%
130
-21
539
$7K ﹤0.01%
568
540
$7K ﹤0.01%
+250
541
$7K ﹤0.01%
15
-207
542
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162
543
$6K ﹤0.01%
3
-1
544
$6K ﹤0.01%
200
545
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976
546
$6K ﹤0.01%
200
547
$6K ﹤0.01%
94
548
$6K ﹤0.01%
183
-42
549
$6K ﹤0.01%
98
550
$6K ﹤0.01%
+134
20 21
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