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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.42M
3
+$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1
+$225M
2
+$28.3M
3
+$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.57K ﹤0.01%
1
627
$5.56K ﹤0.01%
200
628
$5.53K ﹤0.01%
76
629
$5.5K ﹤0.01%
80
630
$5.48K ﹤0.01%
156
631
$5.35K ﹤0.01%
744
-1,994
632
$5.28K ﹤0.01%
+174
633
$5.17K ﹤0.01%
315
634
$5.08K ﹤0.01%
+2,200
635
$5.01K ﹤0.01%
34
-1
636
$5K ﹤0.01%
30
637
$4.98K ﹤0.01%
+65
638
$4.97K ﹤0.01%
300
639
$4.8K ﹤0.01%
94
640
$4.76K ﹤0.01%
39
641
$4.72K ﹤0.01%
131
642
$4.72K ﹤0.01%
396
643
$4.7K ﹤0.01%
18
644
$4.67K ﹤0.01%
115
-1
645
$4.53K ﹤0.01%
382
646
$4.51K ﹤0.01%
299
647
$4.49K ﹤0.01%
315
648
$4.4K ﹤0.01%
30
649
$4.33K ﹤0.01%
280
650
$4.29K ﹤0.01%
84
-17
24 25
26
27 28