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

Top Buys

1
+$2.59B
2
+$65.5M
3
+$25.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.24M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$3.02M

Top Sells

1
+$5.65M
2
+$3.89M
3
+$1.99M
4
BERY
Berry Global Group, Inc.
BERY
+$1.58M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.22M

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
751
$1K ﹤0.01%
+4
752
$1K ﹤0.01%
14
-24
753
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+25
754
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125
+38
755
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60
-47
756
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+6
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15
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758
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6
759
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760
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+24
761
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+10
762
$1K ﹤0.01%
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763
$1K ﹤0.01%
10
764
$1K ﹤0.01%
+5
765
$1K ﹤0.01%
+15
766
$1K ﹤0.01%
+2
767
$1K ﹤0.01%
+10
768
$1K ﹤0.01%
3
769
$1K ﹤0.01%
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770
$1K ﹤0.01%
19
771
$1K ﹤0.01%
23
772
$1K ﹤0.01%
+69
773
$1K ﹤0.01%
37
-26
774
$1K ﹤0.01%
10
775
$1K ﹤0.01%
+3
29 30
31
32 33