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
$327M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.15M
3
+$7.35M
4
BLKB icon
Blackbaud
BLKB
+$4.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.79M

Top Sells

1
+$2.78M
2
+$2.11M
3
+$1.25M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.11M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$936K

Sector Composition

1 Technology 6%
2 Healthcare 3.75%
3 Financials 2.52%
4 Communication Services 2%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
128
-49
677
$1K ﹤0.01%
100
678
$1K ﹤0.01%
67
679
$1K ﹤0.01%
16
680
$1K ﹤0.01%
81
-52
681
$1K ﹤0.01%
31
-5
682
$1K ﹤0.01%
+14
683
$1K ﹤0.01%
89
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684
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685
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686
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-2,064
687
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688
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689
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690
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692
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697
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26 27
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29 30