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
$256M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$2.36M
3 +$2.17M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.94M

Top Sells

1 +$2.33M
2 +$1.34M
3 +$798K
4
UNP icon
Union Pacific
UNP
+$285K
5
ALL icon
Allstate
ALL
+$212K

Sector Composition

1 Technology 11.89%
2 Industrials 7.96%
3 Healthcare 7.29%
4 Financials 4.7%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,225