CIM

Corda Investment Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$15.2M
3 +$13.9M
4
CME icon
CME Group
CME
+$13.1M
5
TTE icon
TotalEnergies
TTE
+$13M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.87%
2 Healthcare 17.14%
3 Energy 14.19%
4 Financials 10.23%
5 Materials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.42M 1.84%
+134,035
27
$5.39M 1.83%
+107,165
28
$5.15M 1.75%
+82,380
29
$4.83M 1.64%
+172,186
30
$3.9M 1.33%
+39,446
31
$3.14M 1.07%
+36,260
32
$2.47M 0.84%
+40,753
33
$2.33M 0.79%
+20,817
34
$2.05M 0.7%
+17,349
35
$1.7M 0.58%
+39,705
36
$1.34M 0.45%
+47,213
37
$1.28M 0.43%
+31,922
38
$1.26M 0.43%
+20,922
39
$1.16M 0.39%
+14,603