CM

Columbus Macro Portfolio holdings

AUM $913M
1-Year Est. Return 13.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$14.9M
3 +$14.5M
4
MLPA icon
Global X MLP ETF
MLPA
+$12.8M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$11.3M

Top Sells

1 +$14.9M
2 +$12.4M
3 +$11M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.91M

Sector Composition

1 Healthcare 4.5%
2 Industrials 3.08%
3 Financials 2.74%
4 Technology 2.42%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-21,866
152
-15,125