CIM

Corda Investment Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 13.01%
This Quarter Est. Return
1 Year Est. Return
+13.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.35M
3
+$3.96M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.44M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$2.3M

Top Sells

1
+$9.66M
2
+$8.74M
3
+$3.83M
4
MCD icon
McDonald's
MCD
+$1.56M
5
INTC icon
Intel
INTC
+$1.45M

Sector Composition

1 Consumer Staples 29.38%
2 Energy 13.01%
3 Healthcare 12.68%
4 Financials 11.05%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.38%
82,740
-3,460
52
$1.68M 0.32%
49,820
-19,380
53
$1.67M 0.31%
46,499
+930
54
– –
-269,111
55
– –
-6,963
56
– –
-200,538
1 2
3