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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
+17
652
$1K ﹤0.01%
+20
653
$1K ﹤0.01%
+20
654
$1K ﹤0.01%
+69
655
$1K ﹤0.01%
+23
656
$1K ﹤0.01%
+188
657
$1K ﹤0.01%
+75
658
$1K ﹤0.01%
+28
659
$1K ﹤0.01%
+83
660
$1K ﹤0.01%
+44
661
$1K ﹤0.01%
+18
662
$1K ﹤0.01%
+33
663
$1K ﹤0.01%
+73
664
$1K ﹤0.01%
+34
665
$1K ﹤0.01%
+17
666
$1K ﹤0.01%
+32
667
$1K ﹤0.01%
+17
668
$1K ﹤0.01%
+52
669
$1K ﹤0.01%
+32
670
$1K ﹤0.01%
+32
671
$1K ﹤0.01%
+13
672
$1K ﹤0.01%
+100
673
$1K ﹤0.01%
+77
674
$1K ﹤0.01%
+79
675
$1K ﹤0.01%
+92
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