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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$974K 0.18%
7,143
-71
52
$941K 0.17%
57,447
-3,491
53
$910K 0.17%
12,463
+60
54
$885K 0.16%
65,000
55
$804K 0.15%
32,288
+30,860
56
$773K 0.14%
20,640
-3,380
57
$735K 0.13%
+4,659
58
$708K 0.13%
12,168
+8
59
$706K 0.13%
1,268
-2
60
$659K 0.12%
4,857
+891
61
$623K 0.11%
1,764
+54
62
$601K 0.11%
5,075
+68
63
$589K 0.11%
4,600
64
$584K 0.11%
2,362
-3
65
$559K 0.1%
2,013
66
$538K 0.1%
49,847
67
$531K 0.1%
4,434
+573
68
$531K 0.1%
4,898
-1,095
69
$502K 0.09%
6,566
70
$454K 0.08%
7,938
+2,125
71
$453K 0.08%
995
+13
72
$450K 0.08%
915
+71
73
$436K 0.08%
906
-9
74
$421K 0.08%
1,434
+223
75
$416K 0.08%
15,399
+10,850
1 2
3
4 5