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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.59B
2
+$65.5M
3
+$25.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.24M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$3.02M

Top Sells

1
+$5.65M
2
+$3.89M
3
+$1.99M
4
BERY
Berry Global Group, Inc.
BERY
+$1.58M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.22M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
4
652
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+22
653
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21
654
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655
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656
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+7
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658
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24
+11
659
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+39
660
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20
661
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50
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663
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664
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110
665
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10
666
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+3
667
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668
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669
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6
670
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35
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671
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31
672
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36
673
$2K ﹤0.01%
+18
674
$2K ﹤0.01%
70
675
$2K ﹤0.01%
27
25 26
27
28 29