CG

Corundum Group Portfolio holdings

AUM $298M
1-Year Est. Return 19.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.07%
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 +$19.9M
2 +$581K
3 +$419K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$247K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$212K

Top Sells

1 +$215K
2 +$192K
3 +$191K
4
MSFT icon
Microsoft
MSFT
+$132K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$92.5K

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