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
$135M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$967K
2 +$596K
3 +$143K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$105K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$95.5K

Top Sells

1 +$9.88M
2 +$1.29M
3 +$772K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$583K
5
VV icon
Vanguard Large-Cap ETF
VV
+$369K

Sector Composition

1 Industrials 9.02%
2 Technology 6.03%
3 Healthcare 3.98%
4 Financials 2.97%
5 Consumer Staples 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,510