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
701
$2.03K ﹤0.01%
26
702
$1.99K ﹤0.01%
53
-2
703
$1.99K ﹤0.01%
15
704
$1.91K ﹤0.01%
2,569
705
$1.89K ﹤0.01%
408
706
$1.89K ﹤0.01%
50
707
$1.82K ﹤0.01%
5
708
$1.78K ﹤0.01%
58
709
$1.77K ﹤0.01%
36
710
$1.76K ﹤0.01%
100
711
$1.71K ﹤0.01%
62
712
$1.68K ﹤0.01%
100
713
$1.67K ﹤0.01%
6
714
$1.67K ﹤0.01%
107
715
$1.64K ﹤0.01%
26
716
$1.58K ﹤0.01%
+39
717
$1.56K ﹤0.01%
310
718
$1.52K ﹤0.01%
26
719
$1.51K ﹤0.01%
38
720
$1.49K ﹤0.01%
20
721
$1.48K ﹤0.01%
+120
722
$1.48K ﹤0.01%
25
723
$1.47K ﹤0.01%
498
724
$1.46K ﹤0.01%
150
725
$1.45K ﹤0.01%
+73
27 28
29
30 31