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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

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%
18
652
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+498
653
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113
654
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18
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655
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65
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656
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443
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18
658
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659
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660
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+107
661
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30
662
$1K ﹤0.01%
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663
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27
664
$1K ﹤0.01%
432
+142
665
$1K ﹤0.01%
33
666
$1K ﹤0.01%
+94
667
$1K ﹤0.01%
226
668
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669
$1K ﹤0.01%
+102
670
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+94
671
$1K ﹤0.01%
15
672
$1K ﹤0.01%
22
-2
673
$1K ﹤0.01%
+21
674
$1K ﹤0.01%
265
-801
675
$1K ﹤0.01%
+13
25 26
27
28 29