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
626
$2K ﹤0.01%
55
627
$2K ﹤0.01%
51
628
$2K ﹤0.01%
4
629
$2K ﹤0.01%
26
630
$2K ﹤0.01%
21
631
$2K ﹤0.01%
26
632
$2K ﹤0.01%
13
633
$2K ﹤0.01%
100
634
$2K ﹤0.01%
6
635
$2K ﹤0.01%
408
636
$2K ﹤0.01%
31
637
$2K ﹤0.01%
36
638
$2K ﹤0.01%
20
-2
639
$2K ﹤0.01%
34
-28
640
$2K ﹤0.01%
26
641
$2K ﹤0.01%
46
-85
642
$2K ﹤0.01%
97
643
$2K ﹤0.01%
199
644
$2K ﹤0.01%
84
645
$2K ﹤0.01%
58
646
$2K ﹤0.01%
6
647
$2K ﹤0.01%
36
648
$2K ﹤0.01%
38
649
$2K ﹤0.01%
24
650
$2K ﹤0.01%
12
24 25
26
27 28