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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.08%
+3,687
77
$312K 0.08%
868
-27
78
$312K 0.08%
2,107
-10
79
$310K 0.08%
14,266
+20
80
$298K 0.07%
2,210
+100
81
$296K 0.07%
6,450
-3,440
82
$292K 0.07%
+3,830
83
$291K 0.07%
1,301
-203
84
$290K 0.07%
+4,900
85
$281K 0.07%
3,605
-572
86
$276K 0.07%
861
-71
87
$272K 0.07%
8,985
-3,753
88
$264K 0.07%
4,848
89
$254K 0.06%
1,086
-20
90
$252K 0.06%
3,898
-216
91
$249K 0.06%
1,750
92
$244K 0.06%
1,651
93
$244K 0.06%
2,674
-50
94
$240K 0.06%
64,038
+8,884
95
$239K 0.06%
682
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96
$238K 0.06%
3,938
+71
97
$237K 0.06%
1,112
-212
98
$236K 0.06%
751
+4
99
$222K 0.06%
946
-142
100
$213K 0.05%
4,604
-6,242
2 3
4
5 6