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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.65K ﹤0.01%
18
677
$2.64K ﹤0.01%
154
678
$2.59K ﹤0.01%
85
679
$2.5K ﹤0.01%
+71
680
$2.47K ﹤0.01%
+200
681
$2.43K ﹤0.01%
+79
682
$2.4K ﹤0.01%
226
683
$2.39K ﹤0.01%
23
+13
684
$2.38K ﹤0.01%
110
685
$2.35K ﹤0.01%
58
686
$2.35K ﹤0.01%
31
687
$2.32K ﹤0.01%
30
688
$2.3K ﹤0.01%
207
-92
689
$2.3K ﹤0.01%
128
690
$2.26K ﹤0.01%
387
691
$2.24K ﹤0.01%
8
692
$2.22K ﹤0.01%
13
693
$2.21K ﹤0.01%
28
694
$2.2K ﹤0.01%
84
+1
695
$2.16K ﹤0.01%
51
696
$2.1K ﹤0.01%
100
697
$2.06K ﹤0.01%
113
698
$2.04K ﹤0.01%
+75
699
$2.03K ﹤0.01%
29
+15
700
$2.03K ﹤0.01%
48
26 27
28
29 30