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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$49K 0.02%
7,360
202
$49K 0.02%
2,361
-3,634
203
$49K 0.02%
373
+101
204
$48K 0.02%
498
205
$47K 0.02%
377
206
$47K 0.02%
739
+71
207
$46K 0.02%
+1,276
208
$45K 0.02%
400
209
$45K 0.02%
+3,016
210
$44K 0.02%
1,186
+643
211
$44K 0.02%
586
+11
212
$43K 0.02%
606
+125
213
$43K 0.02%
124
-58
214
$43K 0.02%
203
+29
215
$43K 0.02%
517
216
$43K 0.02%
427
217
$43K 0.02%
998
218
$43K 0.02%
1,347
+328
219
$43K 0.02%
244
+181
220
$43K 0.02%
1,000
221
$42K 0.02%
1,291
-163
222
$42K 0.02%
358
223
$42K 0.02%
382
+11
224
$41K 0.02%
94
225
$41K 0.02%
889
-6
7 8
9
10 11