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
601
$3K ﹤0.01%
226
602
$3K ﹤0.01%
40
603
$3K ﹤0.01%
65
604
$3K ﹤0.01%
166
605
$3K ﹤0.01%
238
-56
606
$3K ﹤0.01%
141
607
$3K ﹤0.01%
110
608
$3K ﹤0.01%
71
609
$3K ﹤0.01%
107
610
$3K ﹤0.01%
66
611
$2K ﹤0.01%
324
-6
612
$2K ﹤0.01%
+5
613
$2K ﹤0.01%
2
614
$2K ﹤0.01%
26
615
$2K ﹤0.01%
64
-11
616
$2K ﹤0.01%
11
617
$2K ﹤0.01%
48
618
$2K ﹤0.01%
33
619
$2K ﹤0.01%
40
620
$2K ﹤0.01%
124
621
$2K ﹤0.01%
13
622
$2K ﹤0.01%
20
623
$2K ﹤0.01%
25
624
$2K ﹤0.01%
23
625
$2K ﹤0.01%
50
23 24
25
26 27