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
$298M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$2.99M
3
+$2.94M
4
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.8M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.53M

Top Sells

1
+$9.87M
2
+$5.04M
3
+$3.25M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.01M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.26M

Sector Composition

1 Healthcare 4.03%
2 Technology 2.58%
3 Financials 2.58%
4 Consumer Staples 2.41%
5 Energy 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-16,080
177
– –
-38,392
178
– –
-17,600
4 5 6 7
8