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
$268M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$6.2M
2 +$2.47M
3 +$2.45M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.88M

Top Sells

1 +$928K
2 +$861K
3 +$768K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$753K
5
MCHP icon
Microchip Technology
MCHP
+$346K

Sector Composition

1 Technology 10.56%
2 Industrials 8.4%
3 Healthcare 5.85%
4 Financials 5.29%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-746
102
-39,560
103
-4,315
104
-292
105
-2,709