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
601
$2K ﹤0.01%
51
602
$2K ﹤0.01%
4
603
$2K ﹤0.01%
116
604
$2K ﹤0.01%
26
605
$2K ﹤0.01%
26
606
$2K ﹤0.01%
51
607
$2K ﹤0.01%
13
608
$2K ﹤0.01%
+25
609
$2K ﹤0.01%
6
610
$2K ﹤0.01%
83
611
$2K ﹤0.01%
408
612
$2K ﹤0.01%
113
613
$2K ﹤0.01%
31
614
$2K ﹤0.01%
30
615
$2K ﹤0.01%
27
616
$2K ﹤0.01%
26
-35
617
$2K ﹤0.01%
226
618
$2K ﹤0.01%
46
-46
619
$2K ﹤0.01%
97
620
$2K ﹤0.01%
+199
621
$2K ﹤0.01%
45
-98
622
$2K ﹤0.01%
166
+84
623
$2K ﹤0.01%
58
624
$2K ﹤0.01%
36
625
$2K ﹤0.01%
+233
23 24
25
26 27