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
$913M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.39M
3
+$1.35M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.25M
5
USB icon
US Bancorp
USB
+$1.23M

Top Sells

1
+$26.9M
2
+$3.11M
3
+$1.79M
4
MO icon
Altria Group
MO
+$1.18M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Consumer Staples 27.61%
2 Financials 15.51%
3 Real Estate 9.7%
4 Healthcare 9.53%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.23%
22,099
-38
52
$1.96M 0.22%
23,161
+6,294
53
$1.71M 0.19%
12,270
+1,029
54
$1.68M 0.18%
33,716
+255
55
$1.51M 0.17%
20,254
+115
56
$1.39M 0.15%
17,184
+4,409
57
$1.35M 0.15%
47,399
-528
58
$1.3M 0.14%
45,790
59
$1.25M 0.14%
+4
60
$1.23M 0.13%
41,867
+4,119
61
$1.09M 0.12%
9,223
62
$1.03M 0.11%
36,248
-2,450
63
– –
-28,882
64
– –
-5,524
65
– –
-24,877
66
– –
-5,826
1 2
3