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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K 0.05%
+827
152
$102K 0.05%
+850
153
$96K 0.05%
+1,632
154
$93K 0.05%
+406
155
$93K 0.05%
+354
156
$89K 0.05%
+1,373
157
$89K 0.05%
+998
158
$89K 0.05%
+1,360
159
$89K 0.05%
+2,024
160
$89K 0.05%
+1,119
161
$88K 0.04%
+310
162
$88K 0.04%
+1,890
163
$87K 0.04%
+4,632
164
$87K 0.04%
+895
165
$86K 0.04%
+1,521
166
$84K 0.04%
+1,057
167
$83K 0.04%
+627
168
$83K 0.04%
+1,373
169
$82K 0.04%
+794
170
$82K 0.04%
+825
171
$82K 0.04%
+1,277
172
$82K 0.04%
+538
173
$80K 0.04%
+2,900
174
$78K 0.04%
+1,424
175
$78K 0.04%
+3,650
5 6
7
8 9