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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.04%
732
+188
127
$216K 0.04%
879
-53
128
$215K 0.04%
2,579
-7,871
129
$208K 0.04%
1,067
-8
130
$205K 0.04%
3,555
131
$203K 0.04%
2,806
-25
132
$190K 0.03%
3,010
+1,100
133
$190K 0.03%
696
-323
134
$188K 0.03%
1,450
135
$187K 0.03%
1,127
136
$185K 0.03%
913
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137
$184K 0.03%
4,604
138
$182K 0.03%
4,002
139
$179K 0.03%
2,205
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140
$175K 0.03%
2,065
141
$170K 0.03%
1,030
142
$169K 0.03%
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143
$168K 0.03%
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144
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145
$167K 0.03%
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146
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925
147
$165K 0.03%
6,059
-599
148
$163K 0.03%
5,545
149
$163K 0.03%
611
-39
150
$160K 0.03%
2,485
+589
4 5
6
7 8