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
176
$77K 0.04%
+637
177
$77K 0.04%
+453
178
$76K 0.04%
+723
179
$76K 0.04%
+975
180
$74K 0.04%
+415
181
$74K 0.04%
+427
182
$74K 0.04%
+650
183
$73K 0.04%
+1,458
184
$72K 0.04%
+636
185
$72K 0.04%
+63
186
$72K 0.04%
+448
187
$71K 0.04%
+1,371
188
$70K 0.04%
+1,454
189
$70K 0.04%
+1,465
190
$70K 0.04%
+236
191
$69K 0.04%
+3,352
192
$69K 0.04%
+387
193
$67K 0.03%
+182
194
$66K 0.03%
+224
195
$66K 0.03%
+824
196
$66K 0.03%
+1,677
197
$65K 0.03%
+472
198
$65K 0.03%
+378
199
$64K 0.03%
+668
200
$63K 0.03%
+850
6 7
8
9 10