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
$522M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$13.1M
3
+$12.6M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$11.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.31M

Top Sells

1
+$1.38M
2
+$748K
3
+$510K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$361K
5
LLY icon
Eli Lilly
LLY
+$340K

Sector Composition

1 Technology 3.36%
2 Healthcare 2.96%
3 Real Estate 2.84%
4 Financials 1.46%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
26
627
$2K ﹤0.01%
58
628
$2K ﹤0.01%
48
629
$2K ﹤0.01%
20
630
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25
631
$2K ﹤0.01%
337
632
$2K ﹤0.01%
55
633
$2K ﹤0.01%
100
634
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51
635
$2K ﹤0.01%
4
636
$2K ﹤0.01%
116
637
$2K ﹤0.01%
51
638
$2K ﹤0.01%
13
639
$2K ﹤0.01%
100
640
$2K ﹤0.01%
6
641
$2K ﹤0.01%
83
642
$2K ﹤0.01%
408
643
$2K ﹤0.01%
113
644
$2K ﹤0.01%
36
645
$2K ﹤0.01%
54
646
$2K ﹤0.01%
26
647
$2K ﹤0.01%
26
648
$2K ﹤0.01%
226
649
$2K ﹤0.01%
107
-314
650
$2K ﹤0.01%
12
24 25
26
27 28