CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.59B
2
+$65.5M
3
+$25.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.24M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$3.02M

Top Sells

1
+$5.65M
2
+$3.89M
3
+$1.99M
4
BERY
Berry Global Group, Inc.
BERY
+$1.58M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.22M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
19
-38
702
$1K ﹤0.01%
200
703
$1K ﹤0.01%
+5
704
$1K ﹤0.01%
+8
705
$1K ﹤0.01%
7
-5
706
$1K ﹤0.01%
5
-3
707
$1K ﹤0.01%
+84
708
$1K ﹤0.01%
17
709
$1K ﹤0.01%
75
710
$1K ﹤0.01%
+10
711
$1K ﹤0.01%
+5
712
$1K ﹤0.01%
30
713
$1K ﹤0.01%
+40
714
$1K ﹤0.01%
+15
715
$1K ﹤0.01%
10
-4
716
$1K ﹤0.01%
+16
717
$1K ﹤0.01%
+7
718
$1K ﹤0.01%
38
-2
719
$1K ﹤0.01%
+1
720
$1K ﹤0.01%
26
721
$1K ﹤0.01%
+1
722
$1K ﹤0.01%
21
723
$1K ﹤0.01%
14
724
$1K ﹤0.01%
+1
725
$1K ﹤0.01%
19
27 28
29
30 31