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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.12%
+3,642
77
$232K 0.12%
+2,950
78
$223K 0.11%
+3,222
79
$222K 0.11%
+4,013
80
$222K 0.11%
+11,076
81
$219K 0.11%
+3,143
82
$215K 0.11%
+2,367
83
$210K 0.11%
+1,745
84
$206K 0.1%
+1,418
85
$205K 0.1%
+116,332
86
$203K 0.1%
+1,902
87
$199K 0.1%
+1,127
88
$195K 0.1%
+702
89
$194K 0.1%
+3,245
90
$194K 0.1%
+2,272
91
$187K 0.1%
+5,990
92
$184K 0.09%
+3,636
93
$184K 0.09%
+3,435
94
$183K 0.09%
+11,000
95
$183K 0.09%
+487
96
$182K 0.09%
+1,462
97
$182K 0.09%
+5,940
98
$179K 0.09%
+1,899
99
$179K 0.09%
+2,200
100
$177K 0.09%
+1,480
2 3
4
5 6