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
726
$1K ﹤0.01%
+202
727
$1K ﹤0.01%
+27
728
$1K ﹤0.01%
+82
729
$1K ﹤0.01%
+73
730
$1K ﹤0.01%
+162
731
$1K ﹤0.01%
+99
732
$1K ﹤0.01%
+39
733
$0 ﹤0.01%
+35
734
$0 ﹤0.01%
+1
735
$0 ﹤0.01%
+24
736
$0 ﹤0.01%
+11
737
$0 ﹤0.01%
+2
738
0
739
$0 ﹤0.01%
+34
740
$0 ﹤0.01%
+38
741
$0 ﹤0.01%
+11
742
$0 ﹤0.01%
+35
743
$0 ﹤0.01%
+19
744
$0 ﹤0.01%
+21
745
$0 ﹤0.01%
+163
746
$0 ﹤0.01%
+19
747
$0 ﹤0.01%
+23
748
$0 ﹤0.01%
+10
749
$0 ﹤0.01%
+18
750
$0 ﹤0.01%
+1