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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$75K 0.03%
714
+117
152
$73K 0.03%
1,119
153
$72K 0.03%
1,715
+237
154
$72K 0.03%
1,436
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155
$72K 0.03%
2,900
156
$71K 0.03%
224
157
$71K 0.03%
381
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158
$69K 0.03%
2,029
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159
$69K 0.03%
420
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160
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284
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161
$69K 0.03%
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162
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310
163
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372
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164
$68K 0.03%
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165
$68K 0.03%
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166
$67K 0.03%
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167
$66K 0.03%
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168
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171
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172
$63K 0.03%
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173
$61K 0.02%
448
174
$61K 0.02%
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175
$60K 0.02%
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7
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