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
176
$92K 0.02%
+1,320
177
$92K 0.02%
1,094
+7
178
$92K 0.02%
458
+10
179
$92K 0.02%
538
-463
180
$92K 0.02%
1,160
181
$91K 0.02%
77
+71
182
$91K 0.02%
865
183
$90K 0.02%
1,075
184
$90K 0.02%
2,029
185
$90K 0.02%
339
-148
186
$90K 0.02%
2,436
-132
187
$88K 0.02%
1,806
188
$88K 0.02%
727
189
$87K 0.02%
+975
190
$87K 0.02%
1,095
-2,695
191
$87K 0.02%
302
192
$85K 0.02%
2,805
193
$83K 0.02%
406
194
$83K 0.02%
360
-68
195
$82K 0.02%
1,403
196
$82K 0.02%
828
197
$82K 0.02%
847
+422
198
$82K 0.02%
2,730
-3,271
199
$81K 0.02%
350
-201
200
$80K 0.02%
597
+99
6 7
8
9 10