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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
96
-88
552
$4K ﹤0.01%
80
553
$4K ﹤0.01%
382
554
$4K ﹤0.01%
128
555
$4K ﹤0.01%
1,008
556
$4K ﹤0.01%
68
557
$4K ﹤0.01%
62
558
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34
559
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190
560
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26
-24
561
$4K ﹤0.01%
60
562
$4K ﹤0.01%
71
563
$4K ﹤0.01%
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564
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125
565
$4K ﹤0.01%
300
566
$3K ﹤0.01%
18
567
$3K ﹤0.01%
57
568
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569
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570
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571
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572
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573
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31
-354
574
$3K ﹤0.01%
568
575
$3K ﹤0.01%
37
-73
21 22
23
24 25