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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
26
677
$1K ﹤0.01%
14
-5
678
$1K ﹤0.01%
38
679
$1K ﹤0.01%
40
-11
680
$1K ﹤0.01%
26
681
$1K ﹤0.01%
3
682
$1K ﹤0.01%
32
683
$1K ﹤0.01%
21
684
$1K ﹤0.01%
35
-3
685
$1K ﹤0.01%
14
686
$1K ﹤0.01%
59
-17
687
$1K ﹤0.01%
72
688
$1K ﹤0.01%
45
-8
689
$1K ﹤0.01%
19
690
$1K ﹤0.01%
37
691
$1K ﹤0.01%
13
692
$1K ﹤0.01%
89
693
$1K ﹤0.01%
27
694
$1K ﹤0.01%
+10
695
$1K ﹤0.01%
4
696
$1K ﹤0.01%
32
697
$1K ﹤0.01%
9
-15
698
$1K ﹤0.01%
33
699
$1K ﹤0.01%
8
-4
700
$1K ﹤0.01%
52
-7
26 27
28
29 30