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
$79.3M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.99M
3 +$744K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$532K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$517K

Top Sells

1 +$31.4K
2 +$10.2K
3 +$3.36K

Sector Composition

1 Industrials 33.58%
2 Consumer Staples 1.59%
3 Energy 1.07%
4 Healthcare 1.06%
5 Technology 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$223K 0.28%
+25,000
27
$218K 0.27%
2,283
28
$213K 0.27%
5,027
29
$203K 0.26%
3,441
30
$202K 0.25%
+1,786