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

Top Buys

1
+$5.33M
2
+$1.86M
3
+$1.51M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.51M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.27M

Top Sells

1
+$1.94M
2
+$1.73M
3
+$1.54M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.53M
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
– –
-11,658
180
– –
-44,953
181
– –
-11,773
182
– –
-14,568
183
– –
-20,253
184
– –
-5,801
4 5 6 7
8