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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63K 0.03%
+1,000
202
$63K 0.03%
+882
203
$63K 0.03%
+832
204
$63K 0.03%
+3,591
205
$63K 0.03%
+1,082
206
$62K 0.03%
+400
207
$62K 0.03%
+667
208
$62K 0.03%
+429
209
$62K 0.03%
+550
210
$62K 0.03%
+400
211
$61K 0.03%
+528
212
$60K 0.03%
+1,920
213
$60K 0.03%
+1,240
214
$60K 0.03%
+693
215
$60K 0.03%
+600
216
$60K 0.03%
+641
217
$59K 0.03%
+711
218
$59K 0.03%
+517
219
$59K 0.03%
+272
220
$58K 0.03%
+898
221
$58K 0.03%
+1,240
222
$58K 0.03%
+1,127
223
$56K 0.03%
+461
224
$56K 0.03%
+818
225
$56K 0.03%
+498
7 8
9
10 11