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
$207M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$7.77M
2 +$1.81M
3 +$1.06M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$990K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$898K

Sector Composition

1 Technology 11.07%
2 Industrials 8.21%
3 Healthcare 5.1%
4 Financials 4.34%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,020
102
-2,330
103
-4,096
104
-12,487
105
-7,875
106
-5,458