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
$625M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.52M
3
+$2.49M
4
PM icon
Philip Morris
PM
+$2.29M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$2.23M

Top Sells

1
+$1.02M
2
+$763K
3
+$640K
4
ABEV icon
Ambev
ABEV
+$633K
5
K icon
Kellanova
K
+$533K

Sector Composition

1 Consumer Staples 28.11%
2 Healthcare 14.05%
3 Financials 11.86%
4 Energy 11.72%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.31%
44,732
+1,586
52
$1.81M 0.29%
72,860
-4,000
53
$1.7M 0.27%
47,580
+560
54
$1.58M 0.25%
66,312
-42,604
55
$1.44M 0.23%
44,069
-1,960
56
$1.01M 0.16%
+34,526
1 2
3