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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
5
652
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167
653
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58
654
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62
655
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+15
656
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141
657
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100
658
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67
659
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110
660
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30
661
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26
662
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310
-7
663
$1K ﹤0.01%
32
664
$1K ﹤0.01%
10
665
$1K ﹤0.01%
63
666
$1K ﹤0.01%
+40
667
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1
-1
668
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10
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669
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58
670
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14
671
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200
672
$1K ﹤0.01%
11
673
$1K ﹤0.01%
7
674
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38
-43
675
$1K ﹤0.01%
5
25 26
27
28 29