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

Top Buys

1 +$609K
2 +$568K
3 +$410K
4
HD icon
Home Depot
HD
+$394K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$383K

Top Sells

1 +$425K
2 +$367K
3 +$260K
4
T icon
AT&T
T
+$179K
5
PYPL icon
PayPal
PYPL
+$176K

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