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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$111K 0.02%
1,910
-64
177
$110K 0.02%
921
-67
178
$108K 0.02%
717
-15
179
$108K 0.02%
552
-1
180
$105K 0.02%
310
181
$105K 0.02%
1,165
-13
182
$103K 0.02%
1,000
183
$101K 0.02%
1,707
-136
184
$100K 0.02%
1,916
-45
185
$100K 0.02%
84
-9
186
$97K 0.02%
318
-102
187
$97K 0.02%
389
-31
188
$97K 0.02%
329
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189
$97K 0.02%
1,104
190
$96K 0.02%
9,000
191
$95K 0.02%
626
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192
$95K 0.02%
1,385
193
$95K 0.02%
1,220
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194
$94K 0.02%
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195
$92K 0.02%
1,071
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196
$91K 0.02%
724
-118
197
$90K 0.02%
3,588
198
$89K 0.02%
339
-39
199
$89K 0.02%
1,247
+1,100
200
$87K 0.02%
1,075
6 7
8
9 10