CM

Columbus Macro Portfolio holdings

AUM $879M
1-Year Est. Return 9.87%
This Quarter Est. Return
1 Year Est. Return
+9.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$482K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.91M
3
+$1.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.52M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Top Sells

1
+$1.97M
2
+$1.73M
3
+$1.57M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.56M
5
IBUY icon
Amplify Online Retail ETF
IBUY
+$1.34M

Sector Composition

1 Healthcare 3.83%
2 Financials 2.51%
3 Technology 2.25%
4 Consumer Staples 2.2%
5 Energy 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.6%
26,130
-4,357
52
$1.81M 0.56%
16,105
-681
53
$1.79M 0.56%
5,953
-332
54
$1.68M 0.52%
44,647
-4,067
55
$1.66M 0.52%
12,157
-957
56
$1.61M 0.5%
39,787
-372
57
$1.57M 0.49%
40,049
-784
58
$1.55M 0.48%
16,118
-1,354
59
$1.54M 0.48%
19,828
-1,242
60
$1.52M 0.47%
+41,359
61
$1.51M 0.47%
31,529
+14,250
62
$1.5M 0.47%
36,781
-967
63
$1.5M 0.47%
18,651
-571
64
$1.45M 0.45%
10,578
65
$1.45M 0.45%
7,698
-151
66
$1.42M 0.44%
52,002
67
$1.41M 0.44%
15,825
-10,692
68
$1.41M 0.44%
20,474
-253
69
$1.4M 0.44%
25,046
-305
70
$1.34M 0.42%
35,123
-1,066
71
$1.34M 0.42%
10,343
-162
72
$1.34M 0.42%
+4,934
73
$1.34M 0.42%
51,376
-4,372
74
$1.29M 0.4%
15,658
-40
75
$1.26M 0.39%
7,621
-38
1 2
3
4 5