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%
+14
752
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23
753
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+6
754
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+24
755
$1K ﹤0.01%
+10
756
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+3
757
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758
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759
$1K ﹤0.01%
2
760
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+5
761
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78
+6
762
$1K ﹤0.01%
15
763
$1K ﹤0.01%
+15
764
$1K ﹤0.01%
+27
765
$1K ﹤0.01%
+30
766
$1K ﹤0.01%
19
-15
767
$1K ﹤0.01%
+11
768
$1K ﹤0.01%
+6
769
$1K ﹤0.01%
+2
770
$1K ﹤0.01%
+10
771
$1K ﹤0.01%
10
-1
772
$1K ﹤0.01%
8
-6
773
$1K ﹤0.01%
3
774
$1K ﹤0.01%
+3
775
$1K ﹤0.01%
125
+38
29 30
31
32 33