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%
6
652
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35
-85
653
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31
654
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655
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656
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657
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658
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659
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-50
660
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661
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662
$2K ﹤0.01%
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663
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664
$2K ﹤0.01%
6
665
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666
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667
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24
+11
668
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163
+39
669
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20
670
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+48
671
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672
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50
673
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51
674
$2K ﹤0.01%
4
675
$2K ﹤0.01%
+22
25 26
27
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