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
$87.4M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$391K
3 +$369K
4
GIS icon
General Mills
GIS
+$295K
5
BMY icon
Bristol-Myers Squibb
BMY
+$244K

Top Sells

1 +$4.42M
2 +$2.89M
3 +$2.14M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.77M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.71M

Sector Composition

1 Industrials 11.88%
2 Healthcare 3.41%
3 Technology 3.1%
4 Consumer Staples 2.27%
5 Energy 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,340
77
-28,688
78
-9,395
79
-6,188
80
-10,709
81
-29,000
82
-27,305