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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.45K ﹤0.01%
+23
727
$1.45K ﹤0.01%
141
728
$1.45K ﹤0.01%
27
729
$1.44K ﹤0.01%
+2
730
$1.42K ﹤0.01%
10
731
$1.39K ﹤0.01%
10
732
$1.38K ﹤0.01%
97
733
$1.34K ﹤0.01%
+610
734
$1.33K ﹤0.01%
67
735
$1.31K ﹤0.01%
+16
736
$1.31K ﹤0.01%
140
737
$1.27K ﹤0.01%
+55
738
$1.27K ﹤0.01%
23
739
$1.26K ﹤0.01%
+390
740
$1.24K ﹤0.01%
+16
741
$1.21K ﹤0.01%
17
742
$1.2K ﹤0.01%
23
743
$1.15K ﹤0.01%
7
744
$1.13K ﹤0.01%
11
745
$1.11K ﹤0.01%
+600
746
$1.11K ﹤0.01%
35
747
$1.11K ﹤0.01%
10
748
$1.1K ﹤0.01%
100
749
$1.08K ﹤0.01%
14
750
$1.07K ﹤0.01%
5
28 29
30
31 32