CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$7.91M
3
+$4.86M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.79M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.81M

Top Sells

1
+$232M
2
+$19.6M
3
+$2.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.02M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
2
677
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19
678
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14
-5
679
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200
680
$1K ﹤0.01%
7
681
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682
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5
-1
683
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684
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685
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-30
686
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50
687
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40
688
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38
689
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690
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3
-4
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694
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15
695
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+45
697
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27
698
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10
699
$1K ﹤0.01%
5
700
$1K ﹤0.01%
32
26 27
28
29 30