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
$480M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.3M
3
+$10.2M
4
DE icon
Deere & Co
DE
+$6.36M
5
TGT icon
Target
TGT
+$6.02M

Top Sells

1
+$14.1M
2
+$1.02M
3
+$256K
4
SSL icon
Sasol
SSL
+$164K
5
PM icon
Philip Morris
PM
+$124K

Sector Composition

1 Consumer Staples 23.3%
2 Healthcare 15.35%
3 Energy 13.27%
4 Materials 9.38%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.66M 1.8%
86,039
+3,252
27
$7.58M 1.58%
106,461
-823
28
$7.47M 1.56%
265,450
+797
29
$7.39M 1.54%
91,123
-1,143
30
$6.4M 1.33%
704,157
+82,511
31
$6.18M 1.29%
164,839
-1,692
32
$5.9M 1.23%
75,120
+141
33
$5.87M 1.22%
129,451
-549
34
$5.77M 1.2%
819,402
+118,235
35
$5.56M 1.16%
222,294
-669
36
$5.4M 1.12%
80,752
+507
37
$4.53M 0.94%
+93,237
38
$4.37M 0.91%
116,210
-130
39
$4.03M 0.84%
331,802
-3,035
40
$4.03M 0.84%
39,980
+151
41
$3.72M 0.77%
69,614
+8,335
42
$3.62M 0.75%
42,228
+979
43
$2.99M 0.62%
35,419
-1,470
44
$2.55M 0.53%
19,522
+625
45
$2.5M 0.52%
19,782
+10
46
$2.35M 0.49%
42,652
+673
47
$1.58M 0.33%
+67,880
48
$1.47M 0.31%
45,693
49
$1.47M 0.31%
54,995
+7,658
50
$1.38M 0.29%
17,002
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