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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6K ﹤0.01%
18
552
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553
$6K ﹤0.01%
315
554
$6K ﹤0.01%
25
555
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-10
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557
$6K ﹤0.01%
1,008
558
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-4
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$6K ﹤0.01%
1,057
-101
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561
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80
562
$6K ﹤0.01%
+300
563
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564
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421
+345
565
$6K ﹤0.01%
112
+47
566
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5
+3
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568
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569
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44
+34
570
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39
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571
$5K ﹤0.01%
59
-33
572
$5K ﹤0.01%
118
-22
573
$5K ﹤0.01%
80
574
$5K ﹤0.01%
150
575
$5K ﹤0.01%
+65
21 22
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