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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$97K 0.02%
480
202
$97K 0.02%
1,350
203
$96K 0.02%
371
+40
204
$95K 0.02%
1,217
205
$94K 0.02%
440
+188
206
$94K 0.02%
1,348
207
$94K 0.02%
953
+300
208
$94K 0.02%
1,620
+170
209
$93K 0.02%
389
210
$93K 0.02%
523
-183
211
$92K 0.02%
2,900
212
$91K 0.02%
1,941
+986
213
$90K 0.02%
1,080
+219
214
$90K 0.02%
1,182
+264
215
$89K 0.02%
1,317
216
$88K 0.02%
413
+239
217
$87K 0.02%
576
218
$87K 0.02%
245
+22
219
$86K 0.02%
720
220
$86K 0.02%
1,128
+31
221
$85K 0.02%
532
-1
222
$85K 0.02%
+1,264
223
$85K 0.02%
406
-200
224
$85K 0.02%
3,588
225
$85K 0.02%
6,150
-6,000
7 8
9
10 11