CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
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
+$234M
2
+$48.3M
3
+$31.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$28.4M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$12M

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%
+55
727
$1K ﹤0.01%
+202
728
$1K ﹤0.01%
+27
729
$1K ﹤0.01%
+82
730
$1K ﹤0.01%
+73
731
$1K ﹤0.01%
+162
732
$1K ﹤0.01%
+32
733
$0 ﹤0.01%
+35
734
$0 ﹤0.01%
+1
735
$0 ﹤0.01%
+24
736
$0 ﹤0.01%
+11
737
$0 ﹤0.01%
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738
$0 ﹤0.01%
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739
$0 ﹤0.01%
+11
740
$0 ﹤0.01%
+35
741
$0 ﹤0.01%
+19
742
$0 ﹤0.01%
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743
$0 ﹤0.01%
+163
744
$0 ﹤0.01%
+19
745
$0 ﹤0.01%
+23
746
$0 ﹤0.01%
+10
747
$0 ﹤0.01%
+18
748
$0 ﹤0.01%
+1
749
$0 ﹤0.01%
+57
750
$0 ﹤0.01%
+12
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