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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$16.8M
3 +$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9.94K ﹤0.01%
88
+8
527
$9.92K ﹤0.01%
+88
528
$9.82K ﹤0.01%
18
+3
529
$9.75K ﹤0.01%
606
+12
530
$9.71K ﹤0.01%
84
531
$9.66K ﹤0.01%
+628
532
$9.56K ﹤0.01%
140
533
$9.56K ﹤0.01%
+84
534
$9.55K ﹤0.01%
147
-17
535
$9.49K ﹤0.01%
392
536
$9.42K ﹤0.01%
+73
537
$9.31K ﹤0.01%
155
538
$9.31K ﹤0.01%
111
539
$9.27K ﹤0.01%
+160
540
$9.23K ﹤0.01%
100
541
$9.22K ﹤0.01%
+67
542
$9.15K ﹤0.01%
87
543
$9.09K ﹤0.01%
806
544
$9.06K ﹤0.01%
+571
545
$8.98K ﹤0.01%
+76
546
$8.8K ﹤0.01%
781
-489
547
$8.71K ﹤0.01%
17
548
$8.59K ﹤0.01%
59
549
$8.58K ﹤0.01%
40
550
$8.46K ﹤0.01%
+295