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
$297M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.25M
3
+$5.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
BLK icon
Blackrock
BLK
+$2.39M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$530K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$297K

Sector Composition

1 Technology 5.18%
2 Healthcare 4.36%
3 Financials 3.56%
4 Real Estate 2.29%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
52
+32
677
$2K ﹤0.01%
+63
678
$2K ﹤0.01%
+62
679
$2K ﹤0.01%
+49
680
$2K ﹤0.01%
432
681
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+22
682
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50
683
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684
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+231
685
$2K ﹤0.01%
+42
686
$2K ﹤0.01%
+46
687
$2K ﹤0.01%
+69
688
$2K ﹤0.01%
76
689
$2K ﹤0.01%
+133
690
$2K ﹤0.01%
+69
691
$2K ﹤0.01%
28
692
$2K ﹤0.01%
125
693
$2K ﹤0.01%
300
694
$2K ﹤0.01%
89
695
$2K ﹤0.01%
+271
696
$2K ﹤0.01%
+49
697
$2K ﹤0.01%
89
+62
698
$2K ﹤0.01%
100
699
$2K ﹤0.01%
+22
700
$2K ﹤0.01%
+62
26 27
28
29 30