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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
26
727
$1K ﹤0.01%
+1
728
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+6
729
$1K ﹤0.01%
+24
730
$1K ﹤0.01%
+10
731
$1K ﹤0.01%
+3
732
$1K ﹤0.01%
+12
733
$1K ﹤0.01%
21
734
$1K ﹤0.01%
14
735
$1K ﹤0.01%
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736
$1K ﹤0.01%
2
737
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738
$1K ﹤0.01%
78
+6
739
$1K ﹤0.01%
15
740
$1K ﹤0.01%
+1
741
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19
742
$1K ﹤0.01%
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743
$1K ﹤0.01%
37
744
$1K ﹤0.01%
+114
745
$1K ﹤0.01%
+18
746
$1K ﹤0.01%
+15
747
$1K ﹤0.01%
+27
748
$1K ﹤0.01%
+30
749
$1K ﹤0.01%
19
-15
750
$1K ﹤0.01%
+11
28 29
30
31 32