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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
74
702
$1K ﹤0.01%
+87
703
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48
704
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705
$1K ﹤0.01%
+76
706
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+38
707
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+126
708
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709
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710
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+15
711
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+143
712
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+53
713
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82
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714
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34
-5
715
– –
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716
$0 ﹤0.01%
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-15
717
– –
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718
– –
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$0 ﹤0.01%
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720
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-6
721
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-375
722
– –
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723
– –
-300
724
$0 ﹤0.01%
1
725
– –
-600
27 28
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30 31