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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
22
-4
677
$1K ﹤0.01%
84
-14
678
$1K ﹤0.01%
2
-4
679
$1K ﹤0.01%
+17
680
$1K ﹤0.01%
+25
681
$1K ﹤0.01%
5
682
$1K ﹤0.01%
7
683
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6
684
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17
-9
685
$1K ﹤0.01%
4
686
$1K ﹤0.01%
41
687
$1K ﹤0.01%
5
688
$1K ﹤0.01%
32
-44
689
$1K ﹤0.01%
100
690
$1K ﹤0.01%
67
691
$1K ﹤0.01%
16
692
$1K ﹤0.01%
89
-414
693
$1K ﹤0.01%
26
-5
694
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24
695
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50
696
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80
-9
697
$0 ﹤0.01%
1
698
– –
-51
699
– –
-93
700
– –
-471
26 27
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