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
$17.9M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$207K
2 +$11.9K
3 +$4.72K
4
MSFT icon
Microsoft
MSFT
+$133

Top Sells

1 +$12.2K
2 +$12K

Sector Composition

1 Industrials 78.02%
2 Financials 1.91%
3 Energy 1.34%
4 Consumer Staples 1.3%
5 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.9M 78.02%
139,517
-120
2
$1.07M 6.02%
8,531
3
$820K 4.59%
12,853
+74
4
$796K 4.46%
8,690
5
$341K 1.91%
2
6
$239K 1.34%
2,782
-142
7
$232K 1.3%
3,065
+157
8
$215K 1.2%
6,457
+4
9
$207K 1.16%
+2,040