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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$176K 0.04%
3,334
-130
127
$171K 0.04%
1,127
+620
128
$169K 0.04%
4,577
-448
129
$167K 0.04%
469
+125
130
$165K 0.04%
1,002
-35
131
$164K 0.04%
2,200
132
$164K 0.04%
783
-49
133
$163K 0.04%
5,983
-36
134
$163K 0.04%
668
+99
135
$161K 0.04%
955
-58
136
$154K 0.03%
1,030
137
$152K 0.03%
3,736
-181
138
$149K 0.03%
1,305
+263
139
$148K 0.03%
581
+397
140
$148K 0.03%
666
+6
141
$146K 0.03%
1,346
-37
142
$146K 0.03%
2,610
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143
$144K 0.03%
764
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144
$143K 0.03%
2,240
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145
$141K 0.03%
997
146
$138K 0.03%
583
+2
147
$137K 0.03%
1,685
148
$134K 0.03%
1,454
149
$133K 0.03%
480
-25
150
$131K 0.03%
4,040
-28
4 5
6
7 8