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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
31
627
$3K ﹤0.01%
8
628
$3K ﹤0.01%
26
+16
629
$3K ﹤0.01%
85
630
$3K ﹤0.01%
50
631
$3K ﹤0.01%
226
632
$3K ﹤0.01%
84
633
$3K ﹤0.01%
167
634
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-2
635
$3K ﹤0.01%
141
636
$3K ﹤0.01%
110
637
$2K ﹤0.01%
324
638
$2K ﹤0.01%
50
639
$2K ﹤0.01%
11
-35
640
$2K ﹤0.01%
21
641
$2K ﹤0.01%
26
642
$2K ﹤0.01%
58
-4
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$2K ﹤0.01%
11
644
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48
645
$2K ﹤0.01%
163
646
$2K ﹤0.01%
20
647
$2K ﹤0.01%
25
648
$2K ﹤0.01%
100
-100
649
$2K ﹤0.01%
51
650
$2K ﹤0.01%
4
24 25
26
27 28