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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$123K 0.03%
325
152
$123K 0.03%
344
-44
153
$123K 0.03%
436
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154
$122K 0.03%
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155
$121K 0.03%
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156
$120K 0.03%
11,700
-500
157
$118K 0.03%
559
+270
158
$113K 0.03%
2,590
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159
$111K 0.03%
691
-15
160
$111K 0.03%
679
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161
$105K 0.03%
383
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162
$105K 0.03%
1,706
-299
163
$104K 0.03%
463
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164
$102K 0.03%
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165
$102K 0.03%
1,104
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166
$101K 0.03%
2,460
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167
$99K 0.02%
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168
$97K 0.02%
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169
$97K 0.02%
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170
$97K 0.02%
825
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171
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621
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$95K 0.02%
310
173
$93K 0.02%
374
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174
$93K 0.02%
870
175
$93K 0.02%
+1,366
5 6
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