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
$92.5M
AUM Growth
-$194K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$672K
2 +$324K
3 +$295K
4
AMZN icon
Amazon
AMZN
+$253K
5
V icon
Visa
V
+$212K

Top Sells

1 +$248K
2 +$206K
3 +$92.2K
4
DD icon
DuPont de Nemours
DD
+$65.7K
5
BMY icon
Bristol-Myers Squibb
BMY
+$50.4K

Sector Composition

1 Industrials 24.3%
2 Technology 2%
3 Healthcare 1.71%
4 Financials 1.36%
5 Consumer Staples 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.22%
+1,006
52
$200K 0.22%
3,884
53
$181K 0.2%
2,799
+286
54
-3,844