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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$106K 0.02%
915
177
$105K 0.02%
458
178
$105K 0.02%
369
179
$105K 0.02%
1,620
180
$104K 0.02%
500
181
$104K 0.02%
96
+12
182
$103K 0.02%
2,564
183
$103K 0.02%
1,652
184
$102K 0.02%
1,220
185
$101K 0.02%
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186
$100K 0.02%
890
187
$98K 0.02%
1,101
188
$97K 0.02%
2,684
189
$96K 0.02%
2,500
190
$95K 0.02%
995
191
$95K 0.02%
617
192
$94K 0.02%
1,324
193
$93K 0.02%
1,075
194
$93K 0.02%
9,000
195
$92K 0.02%
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196
$92K 0.02%
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197
$90K 0.02%
350
198
$89K 0.02%
310
199
$89K 0.02%
2,244
200
$89K 0.02%
571
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8
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