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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.08%
1,739
+20
77
$356K 0.07%
64,524
78
$345K 0.07%
2,900
+16
79
$345K 0.07%
344,827
-81,920
80
$321K 0.07%
+15,100
81
$316K 0.07%
13,274
82
$311K 0.06%
4,470
83
$310K 0.06%
929
+47
84
$308K 0.06%
2,270
-47
85
$300K 0.06%
3,478
+7
86
$293K 0.06%
3,104
+194
87
$285K 0.06%
1,074
+66
88
$281K 0.06%
5,119
+262
89
$277K 0.06%
277,377
-25,649
90
$276K 0.06%
713
91
$276K 0.06%
7,261
+8
92
$261K 0.05%
2,315
93
$257K 0.05%
5,863
+11
94
$255K 0.05%
2,925
+8
95
$251K 0.05%
4,116
+1
96
$249K 0.05%
4,445
+23
97
$248K 0.05%
2,757
98
$248K 0.05%
1,460
+57
99
$246K 0.05%
4,914
100
$237K 0.05%
4,228
2 3
4
5 6