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
$1.17B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.87M
3
+$1.67M
4
INTC icon
Intel
INTC
+$1.43M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.22M

Top Sells

1
+$8.3M
2
+$1.23M
3
+$1.09M
4
MDLZ icon
Mondelez International
MDLZ
+$865K
5
MMM icon
3M
MMM
+$712K

Sector Composition

1 Consumer Staples 24.32%
2 Financials 15.29%
3 Real Estate 10.62%
4 Healthcare 9.79%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.29%
52,664
+8,232
52
$3.05M 0.26%
77,153
+974
53
$2.83M 0.24%
44,622
-130
54
$2.17M 0.19%
5,045
-60
55
$1.87M 0.16%
+61,726
56
$1.76M 0.15%
6,465
57
$1.67M 0.14%
4
58
$1.65M 0.14%
44,823
-723
59
$1.64M 0.14%
33,284
-2,349
60
$1.48M 0.13%
14,568
-530
61
$1.37M 0.12%
25,274
+878
62
$1.36M 0.12%
11,777
-121
63
$1.31M 0.11%
60,129
-4,927
64
$1.17M 0.1%
+9,360
65
$1.14M 0.1%
+42,376
66
$1.05M 0.09%
+12,798
67
– –
-14,363
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