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
$529M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$9.63M
2 +$8.88M
3 +$8.26M
4
DE icon
Deere & Co
DE
+$6.6M
5
TTE icon
TotalEnergies
TTE
+$4.71M

Top Sells

1 +$10M
2 +$1.47M
3 +$1.18M
4
EPD icon
Enterprise Products Partners
EPD
+$1.01M
5
INTC icon
Intel
INTC
+$757K

Sector Composition

1 Consumer Staples 22.93%
2 Healthcare 13.9%
3 Energy 13.43%
4 Materials 8.97%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.67M 0.32%
46,529
+1,336
52
$1.45M 0.27%
18,246
+3,580
53
$1.08M 0.2%
69,800
+1,480
54
$1.02M 0.19%
36,992
-6,184
55
-274,610
56
-25,087