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
$152M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$538K
3 +$426K
4
NVDA icon
NVIDIA
NVDA
+$418K
5
TSLA icon
Tesla
TSLA
+$387K

Top Sells

1 +$612K
2 +$279K
3 +$128K
4
AAPL icon
Apple
AAPL
+$104K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$101K

Sector Composition

1 Industrials 16.32%
2 Technology 5.65%
3 Healthcare 3.73%
4 Financials 2.73%
5 Consumer Staples 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-57