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
$1.12B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$12.4M
3
+$4.48M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$3.74M
5
INTC icon
Intel
INTC
+$2.16M

Top Sells

1
+$18.9M
2
+$2.29M
3
+$1.11M
4
CVX icon
Chevron
CVX
+$1.1M
5
RTX icon
RTX Corp
RTX
+$1.05M

Sector Composition

1 Consumer Staples 23.13%
2 Financials 15.66%
3 Healthcare 11.72%
4 Consumer Discretionary 9.13%
5 Real Estate 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.31%
39,678
-5,895
52
$3.34M 0.3%
35,200
-265
53
$2.98M 0.27%
22,091
-675
54
$2.21M 0.2%
64,227
-2,724
55
$1.63M 0.15%
4
56
$1.56M 0.14%
35,261
-2,045
57
$1.34M 0.12%
6,529
-33
58
$1.16M 0.1%
12,023
-809
59
$1.08M 0.1%
11,240
+300
60
$1.04M 0.09%
13,873
-325
61
$1.03M 0.09%
9,135
+458
62
– –
-7,606
63
– –
-10,961
64
– –
-35,994
65
– –
-755,443
1 2
3