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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
+250
577
$4K ﹤0.01%
28
578
$3K ﹤0.01%
50
579
$3K ﹤0.01%
52
580
$3K ﹤0.01%
78
-22
581
$3K ﹤0.01%
59
582
$3K ﹤0.01%
57
583
$3K ﹤0.01%
90
584
$3K ﹤0.01%
32
585
$3K ﹤0.01%
112
586
$3K ﹤0.01%
116
587
$3K ﹤0.01%
224
+1
588
$3K ﹤0.01%
80
589
$3K ﹤0.01%
155
+150
590
$3K ﹤0.01%
51
591
$3K ﹤0.01%
18
592
$3K ﹤0.01%
200
593
$3K ﹤0.01%
15
594
$3K ﹤0.01%
83
595
$3K ﹤0.01%
113
596
$3K ﹤0.01%
70
-5
597
$3K ﹤0.01%
110
598
$3K ﹤0.01%
30
599
$3K ﹤0.01%
85
600
$3K ﹤0.01%
50
22 23
24
25 26