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
$211M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$1.77M
2 +$1.71M
3 +$793K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$558K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$494K

Sector Composition

1 Technology 9.69%
2 Industrials 8.28%
3 Healthcare 7.34%
4 Financials 4.76%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-17,624
102
-13,078