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
$522M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Sells

1 +$3.52M
2 +$1.38M
3 +$792K
4
BERY
Berry Global Group, Inc.
BERY
+$527K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$389K

Sector Composition

1 Technology 3.36%
2 Healthcare 2.96%
3 Real Estate 2.84%
4 Financials 1.46%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
272
527
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71
528
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+25
529
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+2
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533
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500
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$6K ﹤0.01%
3
536
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538
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541
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25
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$6K ﹤0.01%
1,057
546
$6K ﹤0.01%
48
547
$6K ﹤0.01%
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548
$6K ﹤0.01%
315
549
$5K ﹤0.01%
118
550
$5K ﹤0.01%
200