CG

Corundum Group Portfolio holdings

AUM $226M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$8.64M
2 +$7.29M
3 +$3.31M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.11M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.95M

Top Sells

1 +$2.52M
2 +$244K
3 +$216K
4
MTN icon
Vail Resorts
MTN
+$207K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$201K

Sector Composition

1 Industrials 39.65%
2 Consumer Staples 1.55%
3 Energy 1.47%
4 Healthcare 1.27%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$205K 0.32%
+3,602
27
$201K 0.31%
+25,000
28
-5,171
29
-6,924