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
$177M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.71M
3 +$1.25M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$793K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$511K

Top Sells

1 +$668K
2 +$648K
3 +$426K
4
ADP icon
Automatic Data Processing
ADP
+$394K
5
TSLA icon
Tesla
TSLA
+$383K

Sector Composition

1 Industrials 9.08%
2 Technology 7.64%
3 Healthcare 7.4%
4 Financials 4.21%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,564
102
-4,503
103
-5,493
104
-3,492
105
-645
106
-1,916
107
-2,927
108
-10,097
109
-17,597