CM
Columbus Macro Portfolio holdings
AUM
$817M
This Quarter Return
+4.09%
1 Year Return
+12.56%
3 Year Return
+35.39%
5 Year Return
+54.44%
10 Year Return
–
AUM
$321M
AUM Growth
+$321M
(+0.15%)
Cap. Flow
-$9.25M
Cap. Flow
% of AUM
-2.88%
Top 10 Holdings %
Top 10 Hldgs %
27.54%
Holding
184
New
17
Increased
34
Reduced
98
Closed
23
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.38M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.91M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$1.54M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.52M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.34M |
Top Sells
| 1 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$1.97M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.73M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.57M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.56M |
| 5 |
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% |
