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
576
$3K ﹤0.01%
+21
577
$3K ﹤0.01%
+140
578
$3K ﹤0.01%
+18
579
$3K ﹤0.01%
+60
580
$3K ﹤0.01%
+263
581
$3K ﹤0.01%
+1,164
582
$3K ﹤0.01%
+28
583
$3K ﹤0.01%
+162
584
$3K ﹤0.01%
+183
585
$3K ﹤0.01%
+35
586
$3K ﹤0.01%
+693
587
$3K ﹤0.01%
+15
588
$3K ﹤0.01%
+72
589
$3K ﹤0.01%
+149
590
$3K ﹤0.01%
+50
591
$3K ﹤0.01%
+150
592
$3K ﹤0.01%
+190
593
$3K ﹤0.01%
+39
594
$3K ﹤0.01%
+40
595
$3K ﹤0.01%
+71
596
$3K ﹤0.01%
+125
597
$3K ﹤0.01%
+29
598
$3K ﹤0.01%
+55
599
$3K ﹤0.01%
+47
600
$2K ﹤0.01%
+6
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