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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87K 0.02%
1,405
202
$86K 0.02%
561
-100
203
$85K 0.02%
1,288
-15
204
$84K 0.02%
406
205
$83K 0.02%
945
-31
206
$83K 0.02%
848
207
$83K 0.02%
230
-33
208
$82K 0.02%
1,000
209
$82K 0.02%
1,348
210
$81K 0.02%
731
-20
211
$79K 0.02%
304
-38
212
$78K 0.02%
492
-33
213
$78K 0.02%
1,630
214
$75K 0.02%
261
215
$75K 0.02%
4,200
216
$75K 0.02%
1,657
+837
217
$75K 0.02%
616
-176
218
$74K 0.02%
1,050
219
$74K 0.02%
318
220
$74K 0.02%
405
-21
221
$73K 0.02%
1,510
-80
222
$73K 0.02%
2,548
223
$73K 0.02%
765
-24
224
$72K 0.02%
906
-74
225
$72K 0.02%
480
7 8
9
10 11