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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$354K 0.14%
1,936
-74
52
$351K 0.14%
1,528
-64
53
$336K 0.14%
11,946
-240
54
$323K 0.13%
3,048
+2
55
$307K 0.13%
5,220
-1,010
56
$290K 0.12%
3,956
-1
57
$289K 0.12%
1,485
-848
58
$288K 0.12%
2,448
-85
59
$283K 0.12%
12,769
60
$279K 0.11%
13,152
-61
61
$271K 0.11%
2,122
62
$268K 0.11%
2,682
-79
63
$258K 0.11%
2,151
-363
64
$240K 0.1%
903
-30
65
$227K 0.09%
7,885
-350
66
$226K 0.09%
1,521
+1
67
$216K 0.09%
3,748
+50
68
$215K 0.09%
4,244
-212
69
$210K 0.09%
4,344
-722
70
$207K 0.08%
913
+54
71
$205K 0.08%
3,642
72
$197K 0.08%
1,425
-2
73
$196K 0.08%
2,029
-81
74
$193K 0.08%
2,950
75
$183K 0.07%
2,261
-106
1 2
3
4 5