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
626
$2K ﹤0.01%
+187
627
$2K ﹤0.01%
141
628
$2K ﹤0.01%
110
+29
629
$2K ﹤0.01%
23
630
$2K ﹤0.01%
162
631
$1K ﹤0.01%
21
632
$1K ﹤0.01%
50
633
$1K ﹤0.01%
+336
634
$1K ﹤0.01%
63
635
$1K ﹤0.01%
10
636
$1K ﹤0.01%
34
637
$1K ﹤0.01%
11
-232
638
$1K ﹤0.01%
+7
639
$1K ﹤0.01%
33
640
$1K ﹤0.01%
124
-18
641
$1K ﹤0.01%
+68
642
$1K ﹤0.01%
14
-3
643
$1K ﹤0.01%
25
644
$1K ﹤0.01%
10
645
$1K ﹤0.01%
+8
646
$1K ﹤0.01%
67
647
$1K ﹤0.01%
23
648
$1K ﹤0.01%
30
-100
649
$1K ﹤0.01%
29
+3
650
$1K ﹤0.01%
19
-3
24 25
26
27 28