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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
+19
652
$1K ﹤0.01%
+170
653
$1K ﹤0.01%
7
654
$1K ﹤0.01%
+75
655
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124
656
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+18
657
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68
658
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+1,000
659
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+75
660
$1K ﹤0.01%
14
661
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23
662
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30
663
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29
664
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19
665
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83
666
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38
667
$1K ﹤0.01%
3
668
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32
669
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670
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50
671
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14
672
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93
673
$1K ﹤0.01%
72
674
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37
675
$1K ﹤0.01%
18
25 26
27
28 29