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
$808M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$1.66M
3
+$1.52M
4
DIS icon
Walt Disney
DIS
+$1.15M
5
EPD icon
Enterprise Products Partners
EPD
+$1.1M

Top Sells

1
+$1.94M
2
+$839K
3
+$760K
4
TD icon
Toronto Dominion Bank
TD
+$609K
5
DEO icon
Diageo
DEO
+$588K

Sector Composition

1 Consumer Staples 27.73%
2 Healthcare 13.12%
3 Financials 11.82%
4 Communication Services 7.06%
5 Real Estate 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.3%
64,225
-20,174
52
$2.33M 0.29%
28,656
-635
53
$2.15M 0.27%
41,394
-1,735
54
$1.53M 0.19%
21,939
-1,475
55
$1.51M 0.19%
26,527
-4,701
56
$1.26M 0.16%
45,790
-600
57
$1.19M 0.15%
9,448
-4
58
$1.19M 0.15%
30,000
59
$1.18M 0.15%
48,656
+2,384
60
$1.1M 0.14%
+39,894
61
$1.07M 0.13%
+5,494
1 2
3