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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$161K 0.04%
3,074
+1,146
127
$160K 0.04%
2,200
128
$158K 0.04%
1,030
129
$155K 0.04%
660
-30
130
$153K 0.04%
1,869
+924
131
$153K 0.04%
1,656
-28
132
$151K 0.04%
3,241
-1,409
133
$148K 0.04%
1,383
-159
134
$148K 0.04%
4,068
+28
135
$147K 0.04%
1,685
136
$145K 0.04%
1,531
-69
137
$143K 0.04%
1,626
+28
138
$142K 0.04%
581
+41
139
$140K 0.04%
+1,000
140
$139K 0.03%
1,282
+668
141
$139K 0.03%
569
+26
142
$138K 0.03%
1,013
-93
143
$138K 0.03%
2,711
-208
144
$136K 0.03%
997
+11
145
$132K 0.03%
505
-53
146
$132K 0.03%
835
147
$132K 0.03%
3,917
148
$132K 0.03%
1,454
+313
149
$125K 0.03%
+4,182
150
$123K 0.03%
1,042
4 5
6
7 8