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
101
$286K 0.05%
58,083
-4,191
102
$285K 0.05%
2,421
+200
103
$285K 0.05%
2,315
-200
104
$284K 0.05%
3,462
+373
105
$281K 0.05%
1,735
-706
106
$281K 0.05%
5,429
+811
107
$275K 0.05%
10,060
+1,530
108
$274K 0.05%
4,060
+920
109
$272K 0.05%
756
+18
110
$269K 0.05%
616
111
$266K 0.05%
1,551
-6
112
$263K 0.05%
14,748
+1,397
113
$260K 0.05%
1,667
114
$253K 0.05%
1,532
+49
115
$252K 0.05%
438
+88
116
$246K 0.05%
4,575
-3,000
117
$246K 0.05%
1,074
+181
118
$242K 0.04%
3,898
-145
119
$235K 0.04%
3,382
120
$234K 0.04%
12,000
121
$233K 0.04%
2,087
-13
122
$233K 0.04%
6,164
123
$227K 0.04%
2,850
124
$225K 0.04%
5,075
-1,083
125
$224K 0.04%
2,863
3 4
5
6 7