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
$297M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.25M
3
+$5.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
BLK icon
Blackrock
BLK
+$2.39M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$530K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$297K

Sector Composition

1 Technology 5.18%
2 Healthcare 4.36%
3 Financials 3.56%
4 Real Estate 2.29%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
17
727
$1K ﹤0.01%
25
728
$1K ﹤0.01%
+8
729
$1K ﹤0.01%
14
730
$1K ﹤0.01%
20
731
$1K ﹤0.01%
67
732
$1K ﹤0.01%
272
733
$1K ﹤0.01%
23
734
$1K ﹤0.01%
+26
735
$1K ﹤0.01%
26
-2
736
$1K ﹤0.01%
+47
737
$1K ﹤0.01%
4
738
$1K ﹤0.01%
+72
739
$1K ﹤0.01%
21
-10
740
$1K ﹤0.01%
51
-224
741
$1K ﹤0.01%
116
742
$1K ﹤0.01%
26
-6
743
$1K ﹤0.01%
519
744
$1K ﹤0.01%
+172
745
$1K ﹤0.01%
+24
746
$1K ﹤0.01%
+14
747
$1K ﹤0.01%
13
748
$1K ﹤0.01%
+12
749
$1K ﹤0.01%
+25
750
$1K ﹤0.01%
100
28 29
30
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