CIM

Corda Investment Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.2M
3
+$13.6M
4
NVDA icon
NVIDIA
NVDA
+$5.85M
5
PEP icon
PepsiCo
PEP
+$3.13M

Top Sells

1
+$1.83M
2
+$1.51M
3
+$1.26M
4
WELL icon
Welltower
WELL
+$1.23M
5
SCHW icon
Charles Schwab
SCHW
+$1,000K

Sector Composition

1 Consumer Staples 20.58%
2 Financials 19.81%
3 Real Estate 12.08%
4 Technology 11.77%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.18%
13,769
+1,982
52
$2.22M 0.16%
6,465
53
$2.06M 0.15%
5,804
+41
54
$2.04M 0.15%
14,990
-88
55
$2.03M 0.15%
30,153
+218
56
$1.89M 0.14%
5,949
-746
57
$1.88M 0.14%
71,089
+12,238
58
$1.75M 0.13%
6,043
-806
59
$1.67M 0.12%
7,636
-595
60
$1.58M 0.12%
1,042
+1
61
$1.56M 0.12%
32,771
62
$1.56M 0.11%
2,521
-37
63
$1.5M 0.11%
4,105
-10
64
$1.48M 0.11%
10,123
-219
65
$1.4M 0.1%
+22,853
66
$1.36M 0.1%
3,515
+324
67
$1.36M 0.1%
+4,946
68
$1.35M 0.1%
13,789
-1,232
69
$1.24M 0.09%
14,933
70
$1.21M 0.09%
1,550
-54
71
$1.19M 0.09%
6,741
-564
72
$1.18M 0.09%
38,060
+2,340
73
$1.18M 0.09%
+3,992
74
$1.17M 0.09%
+8,796
75
$1.16M 0.09%
+52,910
1 2
3
4