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
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$2.35M
3
+$1.56M
4
TSLA icon
Tesla
TSLA
+$1.32M
5
NKE icon
Nike
NKE
+$1.31M

Top Sells

1
+$19.6M
2
+$18.1M
3
+$9.66M
4
WELL icon
Welltower
WELL
+$7.54M
5
SNY icon
Sanofi
SNY
+$6.12M

Sector Composition

1 Consumer Staples 24.36%
2 Financials 18.48%
3 Real Estate 13.08%
4 Healthcare 9.51%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.14%
3,041
+12
52
$1.7M 0.13%
14,952
+218
53
$1.66M 0.13%
4,088
+896
54
$1.64M 0.13%
11,136
+1,583
55
$1.62M 0.13%
32,771
+1
56
$1.53M 0.12%
5,568
-232
57
$1.53M 0.12%
7,241
-2,458
58
$1.49M 0.12%
1,046
+7
59
$1.48M 0.12%
2,583
-483
60
$1.47M 0.11%
7,454
-1,168
61
$1.45M 0.11%
27,160
-456
62
$1.35M 0.11%
7,898
+107
63
$1.34M 0.1%
1,515
+38
64
$1.32M 0.1%
+5,035
65
$1.3M 0.1%
3,313
-68
66
$1.26M 0.1%
10,440
-285
67
$1.16M 0.09%
+14,382
68
$1.15M 0.09%
+6,607
69
$1.1M 0.09%
+1,907
70
$1.03M 0.08%
+35,445
71
– –
-4,369
72
– –
-7,696
73
– –
-633,389
74
– –
-233,072
75
– –
-126,208
1 2
3