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
$680M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Sells

1 +$21M
2 +$13.9M
3 +$1.17M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$980K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$936K

Sector Composition

1 Healthcare 4.84%
2 Technology 3.22%
3 Real Estate 2.81%
4 Consumer Discretionary 1.37%
5 Financials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LYFT icon
726
Lyft
LYFT
$7.76B
$1.05K ﹤0.01%
100
SCCO icon
727
Southern Copper
SCCO
$118B
$1.05K ﹤0.01%
15
PPG icon
728
PPG Industries
PPG
$23B
$1.04K ﹤0.01%
8
-19
VRSN icon
729
VeriSign
VRSN
$22.6B
$1.01K ﹤0.01%
5
CHKP icon
730
Check Point Software Technologies
CHKP
$20.3B
$933 ﹤0.01%
7
KTB icon
731
Kontoor Brands
KTB
$3.56B
$922 ﹤0.01%
21
KIM icon
732
Kimco Realty
KIM
$13.5B
$880 ﹤0.01%
50
ISRG icon
733
Intuitive Surgical
ISRG
$203B
$877 ﹤0.01%
3
IAC icon
734
IAC Inc
IAC
$3.1B
$857 ﹤0.01%
21
APTV icon
735
Aptiv
APTV
$16.9B
$789 ﹤0.01%
8
VNT icon
736
Vontier
VNT
$5.49B
$773 ﹤0.01%
25
TWLO icon
737
Twilio
TWLO
$21.5B
$761 ﹤0.01%
13
GS icon
738
Goldman Sachs
GS
$268B
$647 ﹤0.01%
2
-16
SOPH icon
739
SOPHiA GENETICS
SOPH
$313M
$636 ﹤0.01%
250
CE icon
740
Celanese
CE
$4.63B
$628 ﹤0.01%
5
SNDL icon
741
Sundial Growers
SNDL
$494M
$608 ﹤0.01%
320
CNA icon
742
CNA Financial
CNA
$12.8B
$590 ﹤0.01%
15
-33
NC icon
743
NACCO Industries
NC
$367M
$561 ﹤0.01%
16
-1
TSVT
744
DELISTED
2seventy bio
TSVT
$549 ﹤0.01%
140
WAT icon
745
Waters Corp
WAT
$22.5B
$548 ﹤0.01%
2
DTM icon
746
DT Midstream
DTM
$12B
$529 ﹤0.01%
10
-13
PSA icon
747
Public Storage
PSA
$45.5B
$527 ﹤0.01%
2
-6
UBSI icon
748
United Bankshares
UBSI
$5.56B
$524 ﹤0.01%
19
-39
XEL icon
749
Xcel Energy
XEL
$43B
$515 ﹤0.01%
9
-5
BIIB icon
750
Biogen
BIIB
$25.6B
$514 ﹤0.01%
2
-9