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
$1.17B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.87M
3
+$1.67M
4
INTC icon
Intel
INTC
+$1.43M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.22M

Top Sells

1
+$8.3M
2
+$1.23M
3
+$1.09M
4
MDLZ icon
Mondelez International
MDLZ
+$865K
5
MMM icon
3M
MMM
+$712K

Sector Composition

1 Consumer Staples 24.32%
2 Financials 15.29%
3 Real Estate 10.62%
4 Healthcare 9.79%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.1M 1.9%
366,206
+11,227
27
$21.5M 1.85%
867,692
-18,840
28
$21.4M 1.84%
811,085
+46,202
29
$20.9M 1.79%
799,693
+24,748
30
$20.7M 1.77%
454,548
+6,248
31
$20.1M 1.73%
793,262
+19,228
32
$18.3M 1.57%
79,113
-876
33
$17.6M 1.51%
212,981
+496
34
$17M 1.46%
110,059
-3,390
35
$16.9M 1.45%
301,526
+25,520
36
$15.3M 1.32%
168,114
+4,444
37
$14.5M 1.25%
52,312
-937
38
$13.6M 1.17%
301,500
+13,695
39
$13.3M 1.14%
479,605
-299,552
40
$12.5M 1.07%
71,749
-2,478
41
$12.3M 1.06%
334,474
+18,817
42
$10.6M 0.91%
+187,900
43
$9.18M 0.79%
53,360
+60
44
$8.02M 0.69%
561,520
+116,804
45
$7.29M 0.63%
54,949
-830
46
$6.82M 0.59%
129,568
-400
47
$5.96M 0.51%
15,133
+520
48
$4.18M 0.36%
39,900
+326
49
$3.58M 0.31%
13,230
+339
50
$3.46M 0.3%
22,353
-219
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