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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$98K 0.04%
1,001
-35
127
$95K 0.04%
435
+29
128
$95K 0.04%
+12,000
129
$95K 0.04%
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-121,681
130
$94K 0.04%
1,257
-20
131
$93K 0.04%
273
-8
132
$90K 0.04%
1,367
-905
133
$90K 0.04%
1,153
-1,870
134
$89K 0.04%
713
135
$89K 0.04%
1,662
-1,560
136
$86K 0.04%
903
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137
$84K 0.03%
614
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138
$82K 0.03%
827
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139
$82K 0.03%
2,375
-1,226
140
$82K 0.03%
1,073
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141
$80K 0.03%
721
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142
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143
$79K 0.03%
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144
$78K 0.03%
1,698
145
$77K 0.03%
2,200
146
$76K 0.03%
3,795
147
$76K 0.03%
1,281
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148
$76K 0.03%
738
149
$75K 0.03%
+2,320
150
$75K 0.03%
1,672
+40
4 5
6
7 8