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
$297M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.25M
3
+$5.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
BLK icon
Blackrock
BLK
+$2.39M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$530K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$297K

Sector Composition

1 Technology 5.18%
2 Healthcare 4.36%
3 Financials 3.56%
4 Real Estate 2.29%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+47
777
$1K ﹤0.01%
+28
778
$1K ﹤0.01%
30
779
$1K ﹤0.01%
+27
780
$1K ﹤0.01%
27
781
$1K ﹤0.01%
+60
782
$1K ﹤0.01%
+26
783
$1K ﹤0.01%
20
-91
784
$1K ﹤0.01%
+27
785
$1K ﹤0.01%
226
786
$1K ﹤0.01%
12
787
$1K ﹤0.01%
+73
788
$1K ﹤0.01%
+46
789
$1K ﹤0.01%
+24
790
$1K ﹤0.01%
94
791
$1K ﹤0.01%
20
792
$1K ﹤0.01%
272
+7
793
$1K ﹤0.01%
+112
794
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21
-2
795
$1K ﹤0.01%
16
-6
796
$1K ﹤0.01%
9
797
$1K ﹤0.01%
+52
798
$1K ﹤0.01%
58
799
$1K ﹤0.01%
24
800
$1K ﹤0.01%
+46
30 31
32
33 34