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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$6.42M
3 +$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1 +$225M
2 +$28.3M
3 +$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$11.4K ﹤0.01%
104
+20
527
$11.3K ﹤0.01%
100
528
$11.2K ﹤0.01%
516
529
$11.2K ﹤0.01%
151
530
$11.1K ﹤0.01%
367
531
$11K ﹤0.01%
240
532
$11K ﹤0.01%
200
533
$10.9K ﹤0.01%
160
534
$10.8K ﹤0.01%
387
535
$10.8K ﹤0.01%
+250
536
$10.8K ﹤0.01%
121
-121
537
$10.8K ﹤0.01%
375
+300
538
$10.7K ﹤0.01%
700
539
$10.6K ﹤0.01%
+850
540
$10.6K ﹤0.01%
155
541
$10.6K ﹤0.01%
285
542
$10.6K ﹤0.01%
79
543
$10.4K ﹤0.01%
305
544
$10.4K ﹤0.01%
+156
545
$10.3K ﹤0.01%
155
546
$10.3K ﹤0.01%
200
547
$10.3K ﹤0.01%
74
548
$10.2K ﹤0.01%
+101
549
$10.1K ﹤0.01%
100
550
$10K ﹤0.01%
140