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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
21
652
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26
653
$2K ﹤0.01%
13
654
$2K ﹤0.01%
100
655
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6
656
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310
+232
657
$2K ﹤0.01%
408
658
$2K ﹤0.01%
36
659
$2K ﹤0.01%
110
660
$2K ﹤0.01%
26
661
$2K ﹤0.01%
250
662
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97
663
$2K ﹤0.01%
199
664
$2K ﹤0.01%
12
-36
665
$2K ﹤0.01%
140
666
$2K ﹤0.01%
58
667
$2K ﹤0.01%
207
668
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36
-15
669
$2K ﹤0.01%
25
670
$2K ﹤0.01%
100
671
$2K ﹤0.01%
67
672
$2K ﹤0.01%
30
-8
673
$1K ﹤0.01%
32
-5
674
$1K ﹤0.01%
10
675
$1K ﹤0.01%
9
-2
25 26
27
28 29