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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.06K ﹤0.01%
50
752
$1.06K ﹤0.01%
26
753
$1.03K ﹤0.01%
5
754
$1.02K ﹤0.01%
300
755
$1.01K ﹤0.01%
+9
756
$994 ﹤0.01%
100
757
$991 ﹤0.01%
24
758
$970 ﹤0.01%
+130
759
$957 ﹤0.01%
7
760
$932 ﹤0.01%
200
761
$920 ﹤0.01%
32
762
$883 ﹤0.01%
7
763
$869 ﹤0.01%
38
764
$868 ﹤0.01%
63
765
$855 ﹤0.01%
250
766
$845 ﹤0.01%
15
767
$840 ﹤0.01%
21
768
$839 ﹤0.01%
+8
769
$782 ﹤0.01%
5
770
$774 ﹤0.01%
14
771
$755 ﹤0.01%
21
772
$746 ﹤0.01%
+9
773
$745 ﹤0.01%
+8
774
$734 ﹤0.01%
+3
775
$722 ﹤0.01%
19
29 30
31
32 33