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
$522M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1 +$38.2M
2 +$13.1M
3 +$12.6M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$11.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.31M

Top Sells

1 +$1.38M
2 +$748K
3 +$510K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$361K
5
LLY icon
Eli Lilly
LLY
+$340K

Sector Composition

1 Technology 3.36%
2 Healthcare 2.96%
3 Real Estate 2.84%
4 Financials 1.46%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$1K ﹤0.01%
17
677
$1K ﹤0.01%
40
678
$1K ﹤0.01%
23
679
$1K ﹤0.01%
7
680
$1K ﹤0.01%
50
681
$1K ﹤0.01%
40
682
$1K ﹤0.01%
200
683
$1K ﹤0.01%
400
684
$1K ﹤0.01%
38
685
$1K ﹤0.01%
26
686
$1K ﹤0.01%
21
687
$1K ﹤0.01%
26
688
$1K ﹤0.01%
3
689
$1K ﹤0.01%
+50
690
$1K ﹤0.01%
21
691
$1K ﹤0.01%
250
692
$1K ﹤0.01%
19
693
$1K ﹤0.01%
110
694
$1K ﹤0.01%
10
695
$1K ﹤0.01%
27
696
$1K ﹤0.01%
10
697
$1K ﹤0.01%
5
698
$1K ﹤0.01%
32
699
$1K ﹤0.01%
300
700
$1K ﹤0.01%
15