CG
Corundum Group Portfolio holdings
AUM
$226M
1-Year Est. Return
18%
1 Year Est. Return
+18%
AUM
$209M
AUM Growth
-$59.3M
(-22%)
Holding
104
Top Buys
| 1 | +$599K | |
| 2 | +$442K | |
| 3 | +$292K | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$273K |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$211K |
Top Sells
| 1 | +$6.34M | |
| 2 | +$2.31M | |
| 3 | +$1.86M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.74M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.74M |
Sector Composition
| 1 | Industrials | 10.13% |
| 2 | Technology | 9.52% |
| 3 | Healthcare | 5.45% |
| 4 | Financials | 4.68% |
| 5 | Consumer Discretionary | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Marvell Technology
MRVL
$69.9B
| – | – |
-2,816
|
|
||
102
iShares MSCI World ETF
URTH
$5.9B
| – | – |
-1,326
|
|
||
103
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| – | – |
-795
|
|