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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.19%
+6,100
52
$372K 0.19%
+6,230
53
$370K 0.19%
+12,769
54
$363K 0.18%
+4,184
55
$354K 0.18%
+2,761
56
$343K 0.17%
+3,957
57
$343K 0.17%
+2,514
58
$338K 0.17%
+8,235
59
$335K 0.17%
+3,023
60
$335K 0.17%
+2,533
61
$315K 0.16%
+4,059
62
$305K 0.16%
+2,110
63
$301K 0.15%
+933
64
$293K 0.15%
+22,803
65
$291K 0.15%
+2,122
66
$286K 0.15%
+1,520
67
$281K 0.14%
+3,356
68
$279K 0.14%
+3,698
69
$268K 0.14%
+5,066
70
$259K 0.13%
+14,180
71
$259K 0.13%
+859
72
$254K 0.13%
+4,456
73
$247K 0.13%
+1,427
74
$242K 0.12%
+6,518
75
$237K 0.12%
+4,011
1 2
3
4 5