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
176
$60K 0.02%
4,632
177
$59K 0.02%
1,758
+300
178
$59K 0.02%
689
-22
179
$59K 0.02%
1,215
-156
180
$59K 0.02%
415
181
$58K 0.02%
622
-356
182
$58K 0.02%
832
+7
183
$58K 0.02%
646
+10
184
$58K 0.02%
63
185
$57K 0.02%
400
186
$57K 0.02%
1,890
187
$56K 0.02%
850
188
$55K 0.02%
387
189
$54K 0.02%
818
190
$53K 0.02%
2,220
+300
191
$53K 0.02%
554
+93
192
$53K 0.02%
870
+76
193
$53K 0.02%
1,057
194
$52K 0.02%
378
195
$52K 0.02%
627
196
$51K 0.02%
1,240
197
$50K 0.02%
985
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198
$50K 0.02%
1,266
-199
199
$50K 0.02%
1,046
-327
200
$49K 0.02%
667
6 7
8
9 10