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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.08%
11,519
+36
77
$403K 0.07%
3,707
-4
78
$387K 0.07%
13,274
-23
79
$387K 0.07%
1,741
-598
80
$380K 0.07%
+21,224
81
$379K 0.07%
744
-177
82
$376K 0.07%
2,739
+62
83
$373K 0.07%
2,869
+16
84
$369K 0.07%
7,246
-2,550
85
$366K 0.07%
882
86
$358K 0.07%
2,800
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87
$347K 0.06%
637
-4
88
$335K 0.06%
+5,058
89
$335K 0.06%
4,060
-150
90
$331K 0.06%
4,003
-1,139
91
$328K 0.06%
2,744
+1,456
92
$318K 0.06%
7,713
-138
93
$317K 0.06%
4,672
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94
$315K 0.06%
1,912
+29
95
$311K 0.06%
4,228
+2,746
96
$309K 0.06%
1,639
-9
97
$298K 0.05%
4,470
98
$296K 0.05%
4,848
99
$296K 0.05%
+2,757
100
$296K 0.05%
1,057
2 3
4
5 6