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
$385M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$9.91M
3 +$5.76M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.09M
5
GILD icon
Gilead Sciences
GILD
+$4.49M

Sector Composition

1 Healthcare 4.76%
2 Technology 4.22%
3 Industrials 3.78%
4 Financials 3.17%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,029
127
-9,080
128
-46,364
129
-55,982
130
-69,945
131
-61,002