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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$89K 0.02%
619
202
$88K 0.02%
339
203
$88K 0.02%
1,707
204
$88K 0.02%
1,867
205
$87K 0.02%
2,976
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206
$87K 0.02%
1,751
207
$86K 0.02%
2,226
208
$84K 0.02%
906
209
$84K 0.02%
1,350
210
$83K 0.02%
371
211
$80K 0.02%
440
212
$80K 0.02%
720
213
$80K 0.02%
377
214
$79K 0.02%
724
215
$79K 0.02%
1,217
216
$79K 0.02%
3,386
217
$78K 0.02%
953
218
$77K 0.02%
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219
$77K 0.02%
900
220
$76K 0.02%
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221
$76K 0.02%
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222
$75K 0.02%
1,651
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223
$74K 0.02%
320
224
$74K 0.02%
492
225
$73K 0.02%
406
7 8
9
10 11