CCA
Column Capital Advisors Portfolio holdings
AUM
$680M
1-Year Return
15.16%
This Quarter Return
+14.24%
1 Year Return
+15.16%
3 Year Return
+20.42%
5 Year Return
–
10 Year Return
–
AUM
$398M
AUM Growth
+$70.9M
(+22%)
Cap. Flow
-$529M
Cap. Flow
% of AUM
-132.87%
Top 10 Holdings %
Top 10 Hldgs %
65.21%
Holding
756
New
55
Increased
116
Reduced
194
Closed
43
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$5.57M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$3.28M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$3.19M |
| 4 |
BERY
Berry Global Group, Inc.
BERY
|
+$1.69M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.5M |
Top Sells
| 1 |
Blackrock
BLK
|
+$534M |
| 2 |
iShares Global Infrastructure ETF
IGF
|
+$7.94M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$6.74M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.1M |
| 5 |
Microsoft
MSFT
|
+$558K |
Sector Composition
| 1 | Technology | 5.62% |
| 2 | Healthcare | 3.33% |
| 3 | Financials | 2.21% |
| 4 | Real Estate | 1.93% |
| 5 | Communication Services | 1.92% |