CIM

Corda Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 22.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$3.13M
3
+$2.79M
4
ASML icon
ASML
ASML
+$1.87M
5
HSY icon
Hershey
HSY
+$1.28M

Top Sells

1
+$26.2M
2
+$9.93M
3
+$7.49M
4
DIS icon
Walt Disney
DIS
+$6.54M
5
SCHW icon
Charles Schwab
SCHW
+$1.21M

Sector Composition

1 Financials 19.29%
2 Consumer Staples 18.5%
3 Technology 14.13%
4 Real Estate 12.29%
5 Healthcare 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.21%
53,243
+1,081
52
$2.8M 0.2%
+17,311
53
$2.63M 0.19%
5,913
-36
54
$2.52M 0.18%
3,428
-103
55
$2.24M 0.16%
6,465
56
$2.23M 0.16%
7,941
+305
57
$2.17M 0.15%
3,261
+740
58
$2.16M 0.15%
30,229
+76
59
$2.12M 0.15%
77,668
+6,579
60
$2.04M 0.14%
15,202
+212
61
$1.94M 0.14%
5,689
-115
62
$1.84M 0.13%
5,837
-206
63
$1.79M 0.13%
52,850
-60
64
$1.73M 0.12%
26,642
+3,789
65
$1.73M 0.12%
4,268
+163
66
$1.73M 0.12%
3,617
+102
67
$1.72M 0.12%
10,288
+165
68
$1.47M 0.1%
32,771
69
$1.44M 0.1%
14,005
+216
70
$1.39M 0.1%
14,933
71
$1.37M 0.1%
1,040
-2
72
$1.34M 0.09%
5,780
-117
73
$1.26M 0.09%
40,335
+2,275
74
$1.22M 0.09%
4,326
+334
75
$1.21M 0.09%
28,244
+1,220
1 2
3
4