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
$297M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.25M
3
+$5.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
BLK icon
Blackrock
BLK
+$2.39M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$530K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$297K

Sector Composition

1 Technology 5.18%
2 Healthcare 4.36%
3 Financials 3.56%
4 Real Estate 2.29%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
162
702
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+63
703
$1K ﹤0.01%
+57
704
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27
705
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706
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707
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10
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708
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709
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+130
710
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254
711
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30
712
$1K ﹤0.01%
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$1K ﹤0.01%
26
714
$1K ﹤0.01%
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715
$1K ﹤0.01%
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$1K ﹤0.01%
7
717
$1K ﹤0.01%
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718
$1K ﹤0.01%
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719
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+33
720
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721
$1K ﹤0.01%
85
+41
722
$1K ﹤0.01%
142
-484
723
$1K ﹤0.01%
+121
724
$1K ﹤0.01%
20
725
$1K ﹤0.01%
+30
27 28
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30 31