CM

Columbus Macro Portfolio holdings

AUM $936M
1-Year Est. Return 13.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.57M
3
+$3.53M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.3M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.32M

Top Sells

1
+$5.08M
2
+$4.47M
3
+$3.79M
4
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$3.44M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.05M

Sector Composition

1 Healthcare 5.54%
2 Consumer Staples 4.03%
3 Financials 3.11%
4 Technology 2.68%
5 Energy 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
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