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
101
$234K 0.05%
1,743
+4
102
$234K 0.05%
7,755
103
$233K 0.05%
8,806
-1,065
104
$232K 0.05%
843
+12
105
$231K 0.05%
19,050
+840
106
$230K 0.05%
+4,491
107
$229K 0.05%
4,848
108
$227K 0.05%
1,057
109
$220K 0.05%
+8,837
110
$218K 0.05%
3,032
111
$214K 0.04%
1,667
112
$213K 0.04%
1,532
113
$211K 0.04%
2,193
-60
114
$208K 0.04%
45,676
-6,118
115
$206K 0.04%
4,782
+390
116
$205K 0.04%
3,665
-25
117
$205K 0.04%
3,708
+552
118
$201K 0.04%
4,580
119
$200K 0.04%
2,421
120
$200K 0.04%
4,604
121
$198K 0.04%
2,000
122
$196K 0.04%
2,108
+21
123
$195K 0.04%
412
124
$193K 0.04%
+2,080
125
$187K 0.04%
6,545
+1,000
3 4
5
6 7