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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83K 0.02%
416
-42
202
$82K 0.02%
459
-37
203
$82K 0.02%
751
+170
204
$81K 0.02%
1,240
205
$81K 0.02%
1,348
206
$80K 0.02%
1,243
207
$80K 0.02%
684
-181
208
$80K 0.02%
2,847
-3,353
209
$79K 0.02%
350
210
$79K 0.02%
1,000
211
$79K 0.02%
828
212
$79K 0.02%
1,141
+17
213
$78K 0.02%
480
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214
$76K 0.02%
1,640
-950
215
$76K 0.02%
945
+329
216
$76K 0.02%
1,050
217
$76K 0.02%
362
-16
218
$75K 0.02%
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-16
219
$75K 0.02%
334
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220
$71K 0.02%
461
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221
$71K 0.02%
4,200
222
$71K 0.02%
660
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223
$71K 0.02%
3,650
224
$70K 0.02%
614
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225
$70K 0.02%
924
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9
10 11