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

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

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%
23
677
$1K ﹤0.01%
26
678
$1K ﹤0.01%
+22
679
$1K ﹤0.01%
+9
680
$1K ﹤0.01%
39
681
$1K ﹤0.01%
58
682
$1K ﹤0.01%
28
683
$1K ﹤0.01%
18
684
$1K ﹤0.01%
+24
685
$1K ﹤0.01%
11
686
$1K ﹤0.01%
19
-52
687
$1K ﹤0.01%
+12
688
$1K ﹤0.01%
6
-3
689
$1K ﹤0.01%
26
690
$1K ﹤0.01%
54
691
$1K ﹤0.01%
73
-39
692
$1K ﹤0.01%
12
693
$1K ﹤0.01%
+242
694
$1K ﹤0.01%
32
695
$1K ﹤0.01%
141
696
$1K ﹤0.01%
28
697
$1K ﹤0.01%
100
698
$1K ﹤0.01%
16
699
$1K ﹤0.01%
39
-2
700
$1K ﹤0.01%
24
26 27
28
29 30