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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$80K 0.02%
3,588
202
$80K 0.02%
848
203
$80K 0.02%
1,659
-384
204
$79K 0.02%
302
-14
205
$79K 0.02%
1,093
-22
206
$79K 0.02%
1,240
207
$79K 0.02%
1,348
208
$78K 0.02%
+1,124
209
$77K 0.02%
1,130
210
$76K 0.02%
+1,842
211
$75K 0.02%
860
+28
212
$75K 0.02%
378
213
$74K 0.02%
496
-16
214
$74K 0.02%
353
215
$74K 0.02%
+807
216
$72K 0.02%
1,243
217
$72K 0.02%
1,442
-1,863
218
$72K 0.02%
204
-127
219
$72K 0.02%
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220
$71K 0.02%
924
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221
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683
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222
$69K 0.02%
507
223
$68K 0.02%
4,200
224
$68K 0.02%
+934
225
$68K 0.02%
1,022
-325
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9
10 11