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
$438M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$15M
3 +$13.6M
4
MLPA icon
Global X MLP ETF
MLPA
+$11.2M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$10.7M

Top Sells

1 +$14.9M
2 +$12.4M
3 +$11M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.35M

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
-203,209
152
-4,586