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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$714K 0.18%
6,093
+2
52
$713K 0.18%
8,140
-940
53
$698K 0.18%
13,687
+8,986
54
$553K 0.14%
1,635
+154
55
$533K 0.13%
4,872
-234
56
$521K 0.13%
40,244
57
$507K 0.13%
2,365
-230
58
$489K 0.12%
739
+143
59
$488K 0.12%
1,284
-22
60
$487K 0.12%
4,600
+3,600
61
$484K 0.12%
2,006
-293
62
$467K 0.12%
873
-16
63
$451K 0.11%
13,297
+528
64
$445K 0.11%
2,689
-102
65
$416K 0.1%
2,295
+283
66
$412K 0.1%
4,460
-80
67
$378K 0.09%
2,979
-2,356
68
$366K 0.09%
6,226
+834
69
$359K 0.09%
2,768
-49
70
$355K 0.09%
2,947
-309
71
$353K 0.09%
1,521
-552
72
$333K 0.08%
8,761
+2,136
73
$328K 0.08%
1,220
-200
74
$317K 0.08%
3,856
+735
75
$314K 0.08%
3,379
-117
1 2
3
4 5