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
$237M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.91M
3
+$2.32M
4
MBB icon
iShares MBS ETF
MBB
+$1.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.4M

Top Sells

1
+$4.95M
2
+$2.85M
3
+$2.64M
4
MRK icon
Merck
MRK
+$1.85M
5
BAR icon
GraniteShares Gold Shares
BAR
+$1.82M

Sector Composition

1 Healthcare 5.06%
2 Consumer Staples 4.19%
3 Technology 4.01%
4 Financials 3.76%
5 Energy 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.45%
4,006
-79
77
$1.06M 0.45%
11,569
+4,751
78
$1M 0.42%
21,575
-309
79
$978K 0.41%
2,512
-48
80
$978K 0.41%
30,186
-1,380
81
$966K 0.41%
7,000
82
$954K 0.4%
4,755
+3,556
83
$945K 0.4%
+34,211
84
$937K 0.4%
17,580
-339
85
$919K 0.39%
1,329
-233
86
$919K 0.39%
3,814
-79
87
$903K 0.38%
25,879
-2,125
88
$902K 0.38%
13,943
-696
89
$840K 0.35%
2,781
+168
90
$831K 0.35%
7,344
-4,178
91
$824K 0.35%
9,920
-2,070
92
$805K 0.34%
+2,246
93
$802K 0.34%
1,749
-18
94
$781K 0.33%
17,451
-383
95
$780K 0.33%
19,282
+898
96
$771K 0.33%
1,529
-24
97
$751K 0.32%
2,851
-126
98
$751K 0.32%
5,150
-650
99
$739K 0.31%
2,704
-43
100
$714K 0.3%
+35,125
2 3
4
5 6