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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
187
652
$2K ﹤0.01%
100
653
$2K ﹤0.01%
67
654
$2K ﹤0.01%
30
655
$1K ﹤0.01%
63
656
$1K ﹤0.01%
10
657
$1K ﹤0.01%
8
658
$1K ﹤0.01%
19
659
$1K ﹤0.01%
34
660
$1K ﹤0.01%
9
-14
661
$1K ﹤0.01%
200
662
$1K ﹤0.01%
12
+5
663
$1K ﹤0.01%
75
664
$1K ﹤0.01%
8
665
$1K ﹤0.01%
+6
666
$1K ﹤0.01%
13
-1
667
$1K ﹤0.01%
18
668
$1K ﹤0.01%
42
669
$1K ﹤0.01%
8
-46
670
$1K ﹤0.01%
+23
671
$1K ﹤0.01%
17
672
$1K ﹤0.01%
75
673
$1K ﹤0.01%
9
-2
674
$1K ﹤0.01%
67
675
$1K ﹤0.01%
30
25 26
27
28 29