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
126
$118K 0.06%
+1,478
127
$117K 0.06%
+2,229
128
$117K 0.06%
+1,756
129
$117K 0.06%
+4,040
130
$115K 0.06%
+713
131
$115K 0.06%
+5,038
132
$114K 0.06%
+844
133
$114K 0.06%
+2,200
134
$112K 0.06%
+2,919
135
$111K 0.06%
+1,204
136
$110K 0.06%
+3,795
137
$109K 0.06%
+447
138
$109K 0.06%
+281
139
$108K 0.05%
+842
140
$107K 0.05%
+1,000
141
$107K 0.05%
+1,044
142
$107K 0.05%
+827
143
$107K 0.05%
+513
144
$105K 0.05%
+914
145
$105K 0.05%
+359
146
$105K 0.05%
+53,775
147
$104K 0.05%
+611
148
$104K 0.05%
+504
149
$104K 0.05%
+738
150
$103K 0.05%
+1,698
4 5
6
7 8