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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
51
627
$2K ﹤0.01%
4
628
$2K ﹤0.01%
400
629
$2K ﹤0.01%
18
630
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13
631
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100
632
$2K ﹤0.01%
83
633
$2K ﹤0.01%
150
634
$2K ﹤0.01%
408
635
$2K ﹤0.01%
113
636
$2K ﹤0.01%
31
637
$2K ﹤0.01%
36
638
$2K ﹤0.01%
154
639
$2K ﹤0.01%
8
640
$2K ﹤0.01%
54
641
$2K ﹤0.01%
300
642
$2K ﹤0.01%
85
643
$2K ﹤0.01%
26
644
$2K ﹤0.01%
24
-62
645
$2K ﹤0.01%
226
646
$2K ﹤0.01%
28
647
$2K ﹤0.01%
12
648
$2K ﹤0.01%
84
649
$2K ﹤0.01%
140
650
$2K ﹤0.01%
35
-1,192
24 25
26
27 28