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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
+13
552
$4K ﹤0.01%
+64
553
$4K ﹤0.01%
+22
554
$4K ﹤0.01%
+71
555
$4K ﹤0.01%
+61
556
$4K ﹤0.01%
+112
557
$4K ﹤0.01%
+141
558
$4K ﹤0.01%
+43
559
$4K ﹤0.01%
+200
560
$4K ﹤0.01%
+42
561
$4K ﹤0.01%
+89
562
$4K ﹤0.01%
+235
563
$4K ﹤0.01%
+134
564
$3K ﹤0.01%
+100
565
$3K ﹤0.01%
+10
566
$3K ﹤0.01%
+52
567
$3K ﹤0.01%
+62
568
$3K ﹤0.01%
+76
569
$3K ﹤0.01%
+61
570
$3K ﹤0.01%
+90
571
$3K ﹤0.01%
+28
572
$3K ﹤0.01%
+36
573
$3K ﹤0.01%
+58
574
$3K ﹤0.01%
+41
575
$3K ﹤0.01%
+80
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