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
$16.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$951K
3 +$746K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$732K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$337K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 78.6%
2 Financials 2.07%
3 Energy 1.63%
4 Consumer Staples 1.38%
5 Technology 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.8M 78.6%
+139,637
2
$951K 5.85%
+8,531
3
$746K 4.59%
+8,690
4
$732K 4.51%
+12,779
5
$337K 2.07%
+2
6
$264K 1.63%
+2,924
7
$224K 1.38%
+2,908
8
$223K 1.37%
+6,453