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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$187K 0.04%
2,850
127
$181K 0.04%
2,769
128
$180K 0.04%
3,555
129
$178K 0.04%
1,067
130
$178K 0.04%
3,382
131
$177K 0.04%
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132
$175K 0.04%
1,666
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133
$175K 0.04%
4,002
134
$173K 0.04%
6,422
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135
$172K 0.04%
915
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136
$171K 0.04%
11,164
+13
137
$168K 0.03%
1,522
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138
$164K 0.03%
594
139
$164K 0.03%
2,406
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140
$162K 0.03%
1,127
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141
$161K 0.03%
574
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142
$161K 0.03%
1,818
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143
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144
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145
$153K 0.03%
1,127
146
$150K 0.03%
3,730
147
$147K 0.03%
3,405
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148
$143K 0.03%
925
149
$143K 0.03%
6,164
150
$142K 0.03%
2,200
4 5
6
7 8