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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
190
552
$3K ﹤0.01%
124
553
$3K ﹤0.01%
+186
554
$3K ﹤0.01%
71
555
$3K ﹤0.01%
300
556
$3K ﹤0.01%
+200
557
$3K ﹤0.01%
89
558
$3K ﹤0.01%
2,000
559
$2K ﹤0.01%
+74
560
$2K ﹤0.01%
+710
561
$2K ﹤0.01%
26
562
$2K ﹤0.01%
90
563
$2K ﹤0.01%
20
564
$2K ﹤0.01%
25
565
$2K ﹤0.01%
+228
566
$2K ﹤0.01%
41
567
$2K ﹤0.01%
112
568
$2K ﹤0.01%
13
-47
569
$2K ﹤0.01%
+519
570
$2K ﹤0.01%
205
+170
571
$2K ﹤0.01%
18
572
$2K ﹤0.01%
60
573
$2K ﹤0.01%
28
574
$2K ﹤0.01%
+30
575
$2K ﹤0.01%
51
21 22
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24 25