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
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.65M
3
+$1.48M
4
MCD icon
McDonald's
MCD
+$1.19M
5
NKE icon
Nike
NKE
+$1.13M

Top Sells

1
+$7.45M
2
+$1.37M
3
+$1.12M
4
SCHW icon
Charles Schwab
SCHW
+$1.07M
5
DE icon
Deere & Co
DE
+$1.03M

Sector Composition

1 Consumer Staples 22.9%
2 Financials 18.86%
3 Real Estate 12.08%
4 Consumer Discretionary 10.43%
5 Healthcare 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.16%
32,770
52
$1.93M 0.16%
6,465
53
$1.83M 0.15%
9,184
-330
54
$1.67M 0.14%
28,493
-222
55
$1.67M 0.14%
3,066
-149
56
$1.53M 0.12%
14,734
+2,510
57
$1.53M 0.12%
3,029
-283
58
$1.52M 0.12%
5,800
+31
59
$1.49M 0.12%
9,553
+1,412
60
$1.48M 0.12%
+8,622
61
$1.34M 0.11%
1,477
-190
62
$1.33M 0.11%
1,039
63
$1.31M 0.11%
27,616
+1,652
64
$1.13M 0.09%
3,381
+138
65
$1.1M 0.09%
+7,791
66
$1.1M 0.09%
3,192
+413
67
$1.08M 0.09%
7,696
+494
68
$1.08M 0.09%
10,725
+170
69
$1.03M 0.08%
+4,369
70
– –
-77,038
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