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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.43K ﹤0.01%
+333
652
$3.42K ﹤0.01%
+88
653
$3.42K ﹤0.01%
52
654
$3.4K ﹤0.01%
1,547
655
$3.38K ﹤0.01%
18
+6
656
$3.37K ﹤0.01%
59
657
$3.3K ﹤0.01%
17
658
$3.23K ﹤0.01%
420
+400
659
$3.18K ﹤0.01%
12
+9
660
$3.16K ﹤0.01%
22
661
$3.12K ﹤0.01%
50
+14
662
$3.12K ﹤0.01%
167
663
$3.08K ﹤0.01%
155
664
$3.05K ﹤0.01%
11
665
$3.04K ﹤0.01%
82
666
$2.97K ﹤0.01%
103
667
$2.95K ﹤0.01%
84
668
$2.92K ﹤0.01%
50
669
$2.91K ﹤0.01%
21
670
$2.83K ﹤0.01%
79
-192
671
$2.78K ﹤0.01%
5
+1
672
$2.69K ﹤0.01%
18
673
$2.67K ﹤0.01%
54
674
$2.65K ﹤0.01%
7
675
$2.65K ﹤0.01%
112
25 26
27
28 29