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
101
$177K 0.09%
+10,000
102
$175K 0.09%
+1,476
103
$173K 0.09%
+1,050
104
$170K 0.09%
+1,924
105
$165K 0.08%
+2,168
106
$164K 0.08%
+1,465
107
$164K 0.08%
+5,995
108
$162K 0.08%
+12,700
109
$161K 0.08%
+3,601
110
$147K 0.07%
+1,685
111
$142K 0.07%
+2,406
112
$140K 0.07%
+375
113
$139K 0.07%
+978
114
$136K 0.07%
+830
115
$133K 0.07%
+746
116
$133K 0.07%
+1,036
117
$129K 0.07%
+1,106
118
$128K 0.07%
+1,363
119
$127K 0.06%
+2,005
120
$126K 0.06%
+601
121
$126K 0.06%
+1,030
122
$125K 0.06%
+597
123
$123K 0.06%
+580
124
$122K 0.06%
+416
125
$120K 0.06%
+1,275
3 4
5
6 7