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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.2M
3
+$18.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$12.3M

Top Sells

1
+$41.9M
2
+$6.5M
3
+$2.13M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.78M

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
27
677
$1K ﹤0.01%
82
-17
678
$1K ﹤0.01%
34
-5
679
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103
-7
680
$1K ﹤0.01%
+216
681
$1K ﹤0.01%
+60
682
$1K ﹤0.01%
+44
683
$1K ﹤0.01%
+17
684
$1K ﹤0.01%
+257
685
$1K ﹤0.01%
31
+13
686
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33
687
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116
688
$1K ﹤0.01%
73
689
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+34
690
$1K ﹤0.01%
32
691
$1K ﹤0.01%
42
+10
692
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13
693
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+269
694
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18
695
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+498
696
$1K ﹤0.01%
113
697
$1K ﹤0.01%
21
698
$1K ﹤0.01%
27
699
$1K ﹤0.01%
432
+142
700
$1K ﹤0.01%
+13
26 27
28
29 30