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
$154M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$594K
2 +$588K
3 +$430K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$424K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$396K

Top Sells

1 +$425K
2 +$367K
3 +$277K
4
T icon
AT&T
T
+$178K
5
VV icon
Vanguard Large-Cap ETF
VV
+$167K

Sector Composition

1 Industrials 8.27%
2 Technology 7.24%
3 Healthcare 4.77%
4 Consumer Staples 2.94%
5 Financials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,669
102
-26,000