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
601
$2K ﹤0.01%
+254
602
$2K ﹤0.01%
+10
603
$2K ﹤0.01%
+48
604
$2K ﹤0.01%
+21
605
$2K ﹤0.01%
+25
606
$2K ﹤0.01%
+272
607
$2K ﹤0.01%
+112
608
$2K ﹤0.01%
+55
609
$2K ﹤0.01%
+52
610
$2K ﹤0.01%
+7
611
$2K ﹤0.01%
+116
612
$2K ﹤0.01%
+90
613
$2K ﹤0.01%
+15
614
$2K ﹤0.01%
+31
615
$2K ﹤0.01%
+104
616
$2K ﹤0.01%
+51
617
$2K ﹤0.01%
+24
618
$2K ﹤0.01%
+226
619
$2K ﹤0.01%
+58
620
$2K ﹤0.01%
+9
621
$2K ﹤0.01%
+38
622
$2K ﹤0.01%
+76
623
$2K ﹤0.01%
+125
624
$1K ﹤0.01%
+32
625
$1K ﹤0.01%
+27
23 24
25
26 27