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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
200
627
$3K ﹤0.01%
+33
628
$3K ﹤0.01%
83
629
$3K ﹤0.01%
408
630
$3K ﹤0.01%
113
631
$3K ﹤0.01%
+11
632
$3K ﹤0.01%
8
-7
633
$3K ﹤0.01%
30
634
$3K ﹤0.01%
50
635
$3K ﹤0.01%
226
636
$3K ﹤0.01%
65
637
$3K ﹤0.01%
2
638
$3K ﹤0.01%
167
+1
639
$3K ﹤0.01%
207
-31
640
$3K ﹤0.01%
141
641
$3K ﹤0.01%
110
642
$3K ﹤0.01%
38
+8
643
$2K ﹤0.01%
324
644
$2K ﹤0.01%
50
645
$2K ﹤0.01%
26
646
$2K ﹤0.01%
62
-2
647
$2K ﹤0.01%
11
648
$2K ﹤0.01%
48
649
$2K ﹤0.01%
33
650
$2K ﹤0.01%
24
+11
24 25
26
27 28