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
$843M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$3.4M
3
+$1.98M
4
EOG icon
EOG Resources
EOG
+$1.29M
5
CHL
China Mobile Limited
CHL
+$1.18M

Top Sells

1
+$15.9M
2
+$865K
3
+$771K
4
TD icon
Toronto Dominion Bank
TD
+$620K
5
PFE icon
Pfizer
PFE
+$595K

Sector Composition

1 Consumer Staples 24.97%
2 Healthcare 14.39%
3 Financials 13.07%
4 Communication Services 7.01%
5 Real Estate 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.27%
28,699
+43
52
$2.31M 0.27%
62,295
-1,930
53
$2.16M 0.26%
41,562
+168
54
$1.98M 0.24%
+39,540
55
$1.62M 0.19%
45,790
56
$1.61M 0.19%
26,637
+110
57
$1.54M 0.18%
21,364
-575
58
$1.29M 0.15%
+10,100
59
$1.25M 0.15%
30,000
60
$1.23M 0.15%
7,469
+1,975
61
$1.22M 0.14%
47,934
-722
62
$1.17M 0.14%
+10,227
63
$1.13M 0.13%
9,248
-200
64
$1.11M 0.13%
38,745
-1,149
1 2
3