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
$1.28B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$2.35M
3
+$1.56M
4
TSLA icon
Tesla
TSLA
+$1.32M
5
NKE icon
Nike
NKE
+$1.31M

Top Sells

1
+$19.6M
2
+$18.1M
3
+$9.66M
4
WELL icon
Welltower
WELL
+$7.54M
5
SNY icon
Sanofi
SNY
+$6.12M

Sector Composition

1 Consumer Staples 24.36%
2 Financials 18.48%
3 Real Estate 13.08%
4 Healthcare 9.51%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.2M 2.12%
775,513
-25,671
27
$26.6M 2.07%
588,945
-13,832
28
$25.6M 2%
207,025
-4,280
29
$23.8M 1.85%
494,745
+32,541
30
$21.8M 1.7%
241,885
+6,921
31
$21.5M 1.68%
223,330
-8,646
32
$19.4M 1.51%
+93,919
33
$14.8M 1.15%
677,062
-26,842
34
$14.7M 1.15%
76,861
+12,259
35
$13.5M 1.05%
25,603
-223
36
$11.5M 0.9%
1,093,388
-39,514
37
$10.7M 0.83%
120,822
+14,781
38
$10.5M 0.82%
22,876
-20,983
39
$10.4M 0.81%
24,113
+341
40
$10.2M 0.8%
281,590
-12,140
41
$7.6M 0.59%
64,827
+399
42
$4.1M 0.32%
32,014
-1,005
43
$3.87M 0.3%
19,540
+193
44
$3.72M 0.29%
30,648
-1,465
45
$2.76M 0.22%
4
46
$2.69M 0.21%
50,806
-338
47
$2.47M 0.19%
6,465
48
$1.99M 0.15%
11,874
-5
49
$1.79M 0.14%
28,473
-20
50
$1.78M 0.14%
10,462
+1,278
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