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
751
$0 ﹤0.01%
+5
752
$0 ﹤0.01%
+67
753
$0 ﹤0.01%
+185
754
$0 ﹤0.01%
+24
755
0
756
$0 ﹤0.01%
+4
757
$0 ﹤0.01%
+2
758
0
759
$0 ﹤0.01%
+1