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
$1.27B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.06M
3
+$7.3M
4
INTC icon
Intel
INTC
+$4.71M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$4.46M

Top Sells

1
+$20.7M
2
+$1.1M
3
+$810K
4
DE icon
Deere & Co
DE
+$782K
5
DEO icon
Diageo
DEO
+$535K

Sector Composition

1 Consumer Staples 24.29%
2 Financials 15.36%
3 Healthcare 11.52%
4 Real Estate 8.83%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.4M 0.42%
16,057
+2,796
52
$4.43M 0.35%
39,493
-250
53
$4.09M 0.32%
23,833
+921
54
$3.27M 0.26%
77,935
+213
55
$3.03M 0.24%
49,491
+903
56
$2.76M 0.22%
45,086
-211
57
$2.29M 0.18%
6,502
+37
58
$1.81M 0.14%
3,792
-745
59
$1.8M 0.14%
4
60
$1.75M 0.14%
12,442
+270
61
$1.66M 0.13%
45,473
-112
62
$1.44M 0.11%
29,093
-2,693
63
$1.43M 0.11%
12,355
-1,183
64
$1.39M 0.11%
28,099
+428
65
$1.38M 0.11%
9,520
-60
66
$1.13M 0.09%
+2,724
67
$1.06M 0.08%
+16,753
68
– –
-53,885
69
– –
-837,294
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