CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.2M
3
+$18.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$12.3M

Top Sells

1
+$41.9M
2
+$6.5M
3
+$2.13M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.78M

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
54
652
$1K ﹤0.01%
73
-39
653
$1K ﹤0.01%
12
654
$1K ﹤0.01%
+242
655
$1K ﹤0.01%
28
656
$1K ﹤0.01%
100
657
$1K ﹤0.01%
16
658
$1K ﹤0.01%
39
-2
659
$1K ﹤0.01%
24
660
$1K ﹤0.01%
74
661
$1K ﹤0.01%
+87
662
$1K ﹤0.01%
48
663
$1K ﹤0.01%
23
664
$1K ﹤0.01%
+76
665
$1K ﹤0.01%
+38
666
$1K ﹤0.01%
+126
667
$1K ﹤0.01%
27
668
$1K ﹤0.01%
+53
669
$1K ﹤0.01%
82
-17
670
$1K ﹤0.01%
34
-5
671
$1K ﹤0.01%
+60
672
$1K ﹤0.01%
+44
673
$1K ﹤0.01%
+257
674
$1K ﹤0.01%
32
675
$1K ﹤0.01%
42
+10
25 26
27
28 29