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
576
$3K ﹤0.01%
18
577
$3K ﹤0.01%
200
-200
578
$3K ﹤0.01%
15
-146
579
$3K ﹤0.01%
76
+5
580
$3K ﹤0.01%
15
581
$3K ﹤0.01%
24
-70
582
$3K ﹤0.01%
85
583
$3K ﹤0.01%
432
584
$3K ﹤0.01%
50
585
$3K ﹤0.01%
62
586
$2K ﹤0.01%
50
587
$2K ﹤0.01%
+21
588
$2K ﹤0.01%
23
589
$2K ﹤0.01%
43
590
$2K ﹤0.01%
41
-2,051
591
$2K ﹤0.01%
26
592
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-11
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8
594
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48
595
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40
596
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13
-323
597
$2K ﹤0.01%
20
598
$2K ﹤0.01%
272
599
$2K ﹤0.01%
+32
600
$2K ﹤0.01%
55
-540
22 23
24
25 26