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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$102K 0.02%
1,350
202
$102K 0.02%
1,075
203
$102K 0.02%
339
204
$101K 0.02%
9,000
205
$100K 0.02%
326
+6
206
$100K 0.02%
1,620
207
$99.7K 0.02%
1,867
208
$99.6K 0.02%
571
209
$99.5K 0.02%
986
+33
210
$99.1K 0.02%
1,324
211
$96K 0.02%
848
212
$95.2K 0.02%
735
+15
213
$94.7K 0.02%
906
214
$94.6K 0.02%
2,226
215
$89.4K 0.01%
406
216
$88.8K 0.01%
371
217
$88.3K 0.01%
755
+266
218
$87.2K 0.01%
996
+86
219
$87K 0.01%
897
-1,296
220
$86.4K 0.01%
399
+22
221
$86.3K 0.01%
184
-100
222
$85.8K 0.01%
1,217
223
$85.6K 0.01%
1,455
-252
224
$85.6K 0.01%
523
225
$85.6K 0.01%
422
+129
7 8
9
10 11