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

Top Buys

1 +$5.81M
2 +$2.88M
3 +$2.25M
4
LLY icon
Eli Lilly
LLY
+$2.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.06M

Top Sells

1 +$2.48M
2 +$1.4M
3 +$902K
4
UNP icon
Union Pacific
UNP
+$275K
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