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
$92.7M
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$597K
3 +$430K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$253K
5
TGT icon
Target
TGT
+$220K

Top Sells

1 +$220K
2 +$196K
3 +$194K
4
MSFT icon
Microsoft
MSFT
+$138K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$94.9K

Sector Composition

1 Industrials 26.02%
2 Technology 2.03%
3 Healthcare 1.79%
4 Energy 1.33%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,196