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
$321M
AUM Growth
+$482K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.91M
3
+$1.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.52M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Top Sells

1
+$1.97M
2
+$1.73M
3
+$1.57M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.56M
5
IBUY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,827
177
– –
-11,155
178
– –
-2,632
179
– –
-34,246
180
– –
-11,658
181
– –
-44,953
182
– –
-11,773
183
– –
-14,568
184
– –
-20,253
4 5 6 7
8