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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

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
76
$462K 0.09%
921
+257
77
$448K 0.09%
5,142
+1,123
78
$433K 0.08%
3,140
+640
79
$429K 0.08%
7,575
+390
80
$418K 0.08%
641
-17
81
$415K 0.08%
2,677
+82
82
$405K 0.08%
616
-138
83
$402K 0.08%
1,648
-52
84
$391K 0.08%
844
+4
85
$387K 0.07%
1,495
+596
86
$381K 0.07%
2,853
-115
87
$379K 0.07%
7,500
-76,950
88
$369K 0.07%
1,057
89
$361K 0.07%
5,813
+563
90
$359K 0.07%
2,515
+358
91
$353K 0.07%
4,470
-225
92
$349K 0.07%
7,851
+157
93
$346K 0.07%
2,576
-88
94
$330K 0.06%
2,441
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95
$319K 0.06%
4,848
96
$303K 0.06%
62,274
-563
97
$303K 0.06%
893
-29
98
$302K 0.06%
882
99
$288K 0.06%
2,221
-77
100
$287K 0.06%
2,210
-366
2 3
4
5 6