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
$159M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$3.1M
2 +$1.34M
3 +$1.16M
4
AAPL icon
Apple
AAPL
+$1.03M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$985K

Top Sells

1 +$209K
2 +$194K
3 +$125K
4
UNH icon
UnitedHealth
UNH
+$15.2K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.5K

Sector Composition

1 Industrials 9%
2 Technology 8.54%
3 Healthcare 7.18%
4 Financials 4.08%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.14%
995
102
$155K 0.1%
+10,097
103
$51K 0.03%
7
104
$22K 0.01%
12,028
+1,938
105
-745