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
$1.23B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11.1M
3
+$10.1M
4
WELL icon
Welltower
WELL
+$3.99M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.27M

Top Sells

1
+$15.1M
2
+$7.21M
3
+$2.01M
4
DE icon
Deere & Co
DE
+$1.69M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.58M

Sector Composition

1 Consumer Staples 23.74%
2 Financials 14.95%
3 Healthcare 12.21%
4 Consumer Discretionary 8.93%
5 Real Estate 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.3%
34,503
-697
52
$3.22M 0.26%
21,231
-860
53
$2.43M 0.2%
62,604
-1,623
54
$1.87M 0.15%
4
55
$1.64M 0.13%
32,716
-2,545
56
$1.54M 0.13%
6,485
-44
57
$1.33M 0.11%
12,095
+72
58
$1.27M 0.1%
+7,049
59
$1.09M 0.09%
+10,769
60
$1.02M 0.08%
11,441
+201
61
– –
-13,873
62
– –
-240,968
63
– –
-9,135
64
– –
-202,944
1 2
3