CIM

Corda Investment Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.69M
3
+$4.39M
4
DEO icon
Diageo
DEO
+$4.15M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$3.76M

Top Sells

1
+$4.64M
2
+$2.24M
3
+$2.2M
4
K
Kellanova
K
+$1.84M
5
KO icon
Coca-Cola
KO
+$1.41M

Sector Composition

1 Consumer Staples 28.28%
2 Healthcare 13.36%
3 Financials 12.05%
4 Energy 11.61%
5 Industrials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.3%
43,146
-766
52
$1.4M 0.24%
47,020
-2,800
53
$1.36M 0.24%
46,029
-36,128
54
– –
-35,111
1 2
3