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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$118K 0.02%
+2,502
177
$115K 0.02%
571
-229
178
$115K 0.02%
535
-618
179
$114K 0.02%
2,500
-573
180
$113K 0.02%
836
+75
181
$113K 0.02%
1,880
182
$113K 0.02%
617
-7
183
$110K 0.02%
1,385
184
$110K 0.02%
1,101
-3
185
$109K 0.02%
274
186
$108K 0.02%
921
187
$108K 0.02%
310
188
$107K 0.02%
1,075
189
$107K 0.02%
757
-7
190
$106K 0.02%
9,000
191
$106K 0.02%
916
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192
$105K 0.02%
1,000
193
$105K 0.02%
900
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194
$104K 0.02%
915
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195
$103K 0.02%
724
196
$102K 0.02%
339
197
$102K 0.02%
1,707
198
$100K 0.02%
1,652
-351
199
$99K 0.02%
1,220
200
$98K 0.02%
1,149
+650
6 7
8
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