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
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

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%
5
-3
702
$1K ﹤0.01%
+84
703
$1K ﹤0.01%
15
-25
704
$1K ﹤0.01%
6
705
$1K ﹤0.01%
+10
706
$1K ﹤0.01%
9
-9
707
$1K ﹤0.01%
6
-7
708
$1K ﹤0.01%
+14
709
$1K ﹤0.01%
23
710
$1K ﹤0.01%
17
711
$1K ﹤0.01%
75
712
$1K ﹤0.01%
+10
713
$1K ﹤0.01%
+5
714
$1K ﹤0.01%
30
715
$1K ﹤0.01%
+40
716
$1K ﹤0.01%
+15
717
$1K ﹤0.01%
10
-4
718
$1K ﹤0.01%
+16
719
$1K ﹤0.01%
+7
720
$1K ﹤0.01%
38
-2
721
$1K ﹤0.01%
+1
722
$1K ﹤0.01%
26
723
$1K ﹤0.01%
+1
724
$1K ﹤0.01%
+6
725
$1K ﹤0.01%
+24
27 28
29
30 31