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
$1.28B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.61M
3
+$3.27M
4
HIW icon
Highwoods Properties
HIW
+$2.55M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1
+$25.5M
2
+$24M
3
+$22.4M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$19.1M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$18.2M

Sector Composition

1 Consumer Staples 22.28%
2 Financials 15.09%
3 Healthcare 10.73%
4 Real Estate 10.29%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.25%
153,466
-16,126
52
$3.19M 0.25%
19,645
-1,319
53
$2.51M 0.2%
58,042
-3,100
54
$2.44M 0.19%
+57,630
55
$2.07M 0.16%
4
56
$1.72M 0.13%
6,485
57
$1.7M 0.13%
31,307
-1,198
58
$1.51M 0.12%
+3,407
59
$1.47M 0.12%
12,155
+452
60
$1.34M 0.1%
5,106
-719
61
$1.33M 0.1%
12,200
+163
62
$1.28M 0.1%
24,745
+3,225
63
$1.1M 0.09%
9,206
+245
64
$1.09M 0.09%
4,580
+142
65
– –
-10,374
1 2
3