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
151
$140K 0.03%
2,485
152
$138K 0.03%
2,065
153
$137K 0.03%
6,059
154
$137K 0.03%
3,740
+840
155
$136K 0.03%
696
156
$135K 0.03%
4,118
+666
157
$135K 0.03%
12,000
158
$134K 0.03%
3,010
159
$134K 0.03%
1,030
160
$133K 0.03%
480
161
$132K 0.03%
2,805
162
$127K 0.03%
4,040
163
$126K 0.03%
1,450
164
$124K 0.03%
611
165
$124K 0.03%
775
166
$123K 0.03%
404
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167
$118K 0.02%
1,416
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168
$116K 0.02%
2,876
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169
$115K 0.02%
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170
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704
171
$114K 0.02%
1,149
172
$114K 0.02%
284
-40
173
$113K 0.02%
503
174
$111K 0.02%
497
175
$106K 0.02%
1,485
+667
5 6
7
8 9