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CIM

Corda Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 22.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.09M
3
+$2.69M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$2.45M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$2.33M

Top Sells

1
+$4.72M
2
+$1.99M
3
+$1.07M
4
DE icon
Deere & Co
DE
+$473K
5
TD icon
Toronto Dominion Bank
TD
+$328K

Sector Composition

1 Consumer Staples 22.88%
2 Healthcare 14.87%
3 Financials 11.74%
4 Energy 9.93%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.23%
57,908
+3,260
52
$1.42M 0.2%
17,034
+3,995
53
$1.39M 0.2%
+27,789
54
$1.31M 0.19%
8,659
+1,050
55
$1.26M 0.18%
23,712
+148
56
$1.19M 0.17%
44,057
-1,262
57
– –
-22,465
58
– –
-44,740
59
– –
-158,756
1 2
3