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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
23
677
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40
678
$1K ﹤0.01%
+7
679
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23
680
$1K ﹤0.01%
7
681
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200
682
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38
683
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26
684
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21
685
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3
686
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50
687
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21
688
$1K ﹤0.01%
100
+78
689
$1K ﹤0.01%
6
690
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19
691
$1K ﹤0.01%
69
692
$1K ﹤0.01%
110
693
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10
694
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27
695
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10
696
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5
697
$1K ﹤0.01%
32
698
$1K ﹤0.01%
26
699
$1K ﹤0.01%
498
-5,306
700
$1K ﹤0.01%
15
26 27
28
29 30