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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.42M
3
+$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1
+$225M
2
+$28.3M
3
+$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4.27K ﹤0.01%
42
652
$4.15K ﹤0.01%
64
653
$4.13K ﹤0.01%
50
654
$4.12K ﹤0.01%
118
655
$4.11K ﹤0.01%
500
656
$4.08K ﹤0.01%
15
657
$4.01K ﹤0.01%
420
658
$4.01K ﹤0.01%
30
659
$3.99K ﹤0.01%
47
660
$3.93K ﹤0.01%
266
-80
661
$3.88K ﹤0.01%
25
662
$3.86K ﹤0.01%
568
663
$3.85K ﹤0.01%
78
664
$3.74K ﹤0.01%
28
665
$3.74K ﹤0.01%
366
666
$3.73K ﹤0.01%
27
667
$3.73K ﹤0.01%
154
668
$3.62K ﹤0.01%
31
669
$3.61K ﹤0.01%
71
+33
670
$3.6K ﹤0.01%
59
671
$3.59K ﹤0.01%
1,547
672
$3.56K ﹤0.01%
167
673
$3.53K ﹤0.01%
54
674
$3.53K ﹤0.01%
120
675
$3.5K ﹤0.01%
200
25 26
27
28 29