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
$1.19B
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.6M
3
+$4.31M
4
PEP icon
PepsiCo
PEP
+$2.17M
5
JPM icon
JPMorgan Chase
JPM
+$1.11M

Top Sells

1
+$3.72M
2
+$2.25M
3
+$1.85M
4
PG icon
Procter & Gamble
PG
+$1.59M
5
DE icon
Deere & Co
DE
+$1.52M

Sector Composition

1 Consumer Staples 23.7%
2 Financials 18.93%
3 Real Estate 11.68%
4 Consumer Discretionary 10.5%
5 Healthcare 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.5M 1.89%
782,061
+16,069
27
$22.2M 1.86%
1,030,186
+8,662
28
$21.8M 1.83%
241,529
-2,512
29
$21.5M 1.81%
224,279
-3,831
30
$19.9M 1.67%
200,533
+4,348
31
$19.1M 1.6%
832,181
-20,526
32
$17.6M 1.48%
213,737
+1,371
33
$16.8M 1.41%
551,564
-5,625
34
$16.4M 1.37%
45,916
-811
35
$13.5M 1.13%
1,104,192
-47,459
36
$12.3M 1.03%
744,529
-14,755
37
$11.2M 0.94%
25,622
+487
38
$9.98M 0.84%
91,932
-4,062
39
$9.71M 0.82%
270,858
+818
40
$9.38M 0.79%
50,327
-2,174
41
$8.3M 0.7%
74,328
+41,210
42
$8.23M 0.69%
81,551
-22,295
43
$8.18M 0.69%
21,762
-288
44
$6.66M 0.56%
134,018
-23,015
45
$5.5M 0.46%
55,056
-267
46
$3.21M 0.27%
18,825
-291
47
$2.46M 0.21%
52,767
-3,641
48
$2.17M 0.18%
4
49
$2.02M 0.17%
6,465
-46
50
$1.86M 0.16%
32,770
-2,256
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