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
626
$1K ﹤0.01%
+66
627
$1K ﹤0.01%
+50
628
$1K ﹤0.01%
+19
629
$1K ﹤0.01%
+39
630
$1K ﹤0.01%
+196
631
$1K ﹤0.01%
+454
632
$1K ﹤0.01%
+30
633
$1K ﹤0.01%
+23
634
$1K ﹤0.01%
+9
635
$1K ﹤0.01%
+34
636
$1K ﹤0.01%
+17
637
$1K ﹤0.01%
+75
638
$1K ﹤0.01%
+26
639
$1K ﹤0.01%
+102
640
$1K ﹤0.01%
+19
641
$1K ﹤0.01%
+457
642
$1K ﹤0.01%
+46
643
$1K ﹤0.01%
+7
644
$1K ﹤0.01%
+8
645
$1K ﹤0.01%
+110
646
$1K ﹤0.01%
+82
647
$1K ﹤0.01%
+20
648
$1K ﹤0.01%
+33
649
$1K ﹤0.01%
+54
650
$1K ﹤0.01%
+56
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