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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$6.42M
3 +$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1 +$225M
2 +$28.3M
3 +$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$6.88K ﹤0.01%
976
602
$6.84K ﹤0.01%
232
+1
603
$6.8K ﹤0.01%
243
604
$6.79K ﹤0.01%
412
+305
605
$6.7K ﹤0.01%
250
606
$6.69K ﹤0.01%
10
607
$6.56K ﹤0.01%
145
608
$6.49K ﹤0.01%
+30
609
$6.44K ﹤0.01%
1,008
610
$6.28K ﹤0.01%
71
611
$6.28K ﹤0.01%
951
612
$6.26K ﹤0.01%
100
613
$6.21K ﹤0.01%
173
614
$6.06K ﹤0.01%
58
615
$6.02K ﹤0.01%
98
616
$5.96K ﹤0.01%
370
617
$5.91K ﹤0.01%
100
618
$5.89K ﹤0.01%
18
619
$5.87K ﹤0.01%
134
620
$5.84K ﹤0.01%
183
621
$5.83K ﹤0.01%
514
622
$5.77K ﹤0.01%
130
623
$5.66K ﹤0.01%
80
624
$5.64K ﹤0.01%
34
625
$5.62K ﹤0.01%
272