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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.42M
3
+$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1
+$225M
2
+$28.3M
3
+$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.84K ﹤0.01%
498
727
$1.84K ﹤0.01%
6
728
$1.76K ﹤0.01%
97
729
$1.74K ﹤0.01%
58
730
$1.73K ﹤0.01%
26
731
$1.71K ﹤0.01%
26
732
$1.62K ﹤0.01%
20
733
$1.6K ﹤0.01%
100
734
$1.58K ﹤0.01%
150
735
$1.56K ﹤0.01%
100
736
$1.5K ﹤0.01%
25
737
$1.46K ﹤0.01%
67
738
$1.43K ﹤0.01%
140
739
$1.42K ﹤0.01%
62
740
$1.41K ﹤0.01%
120
741
$1.4K ﹤0.01%
134
-647
742
$1.4K ﹤0.01%
14
743
$1.36K ﹤0.01%
26
744
$1.35K ﹤0.01%
5
745
$1.34K ﹤0.01%
21
746
$1.34K ﹤0.01%
10
747
$1.33K ﹤0.01%
310
748
$1.33K ﹤0.01%
27
749
$1.33K ﹤0.01%
63
750
$1.3K ﹤0.01%
26
28 29
30
31 32