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
$68M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$7M
2 +$212K
3 +$211K
4
KO icon
Coca-Cola
KO
+$208K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$96K

Top Sells

1 +$2.97M
2 +$212K
3 +$31.5K
4
MMM icon
3M
MMM
+$16K
5
PEP icon
PepsiCo
PEP
+$8.79K

Sector Composition

1 Industrials 36.59%
2 Consumer Staples 1.52%
3 Energy 1.38%
4 Healthcare 1.15%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$211K 0.31%
+1,732
27
$211K 0.31%
6,924
28
$208K 0.31%
+5,027
29
-25,000
30
-23,661