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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$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
$1K ﹤0.01%
19
678
$1K ﹤0.01%
14
-5
679
$1K ﹤0.01%
200
680
$1K ﹤0.01%
7
681
$1K ﹤0.01%
33
682
$1K ﹤0.01%
5
-1
683
$1K ﹤0.01%
23
684
$1K ﹤0.01%
17
685
$1K ﹤0.01%
23
686
$1K ﹤0.01%
7
-30
687
$1K ﹤0.01%
50
688
$1K ﹤0.01%
40
689
$1K ﹤0.01%
38
690
$1K ﹤0.01%
26
691
$1K ﹤0.01%
3
-4
692
$1K ﹤0.01%
21
693
$1K ﹤0.01%
14
694
$1K ﹤0.01%
+22
695
$1K ﹤0.01%
15
696
$1K ﹤0.01%
19
697
$1K ﹤0.01%
+45
698
$1K ﹤0.01%
10
-9
699
$1K ﹤0.01%
27
700
$1K ﹤0.01%
10
26 27
28
29 30