CIM
Corda Investment Management Portfolio holdings
AUM
$1.45B
1-Year Est. Return
22.99%
This Fund
S&P 500
1 Year Est. Return
+22.99%
AUM
$1.45B
AUM Growth
+$71.4M
(+5.2%)
Holding
84
Top Buys
| 1 | +$21.5M | |
| 2 | +$19.8M | |
| 3 | +$6.69M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.5M |
| 5 |
Constellation Brands
STZ
|
+$2.42M |
Top Sells
| 1 | +$14.5M | |
| 2 | +$5.18M | |
| 3 | +$3.17M | |
| 4 |
Walt Disney
DIS
|
+$2.78M |
| 5 |
Welltower
WELL
|
+$2.75M |
Sector Composition
| 1 | Financials | 19.28% |
| 2 | Consumer Staples | 14.28% |
| 3 | Technology | 13.48% |
| 4 | Real Estate | 12.61% |
| 5 | Healthcare | 12.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Emerson Electric
EMR
$77.4B
| $1.1M | 0.08% |
8,369
-627
|
|
||
77
Rockwell Automation
ROK
$49.7B
| $1.07M | 0.07% |
2,988
-52
|
|
||
78
IBM
IBM
$268B
| $1.07M | 0.07% |
4,412
-324
|
|
||
79
Vanguard Total Stock Market ETF
VTI
$645B
| $1.06M | 0.07% |
3,294
-6
|
|
||
80
Oracle
ORCL
$615B
| $1.04M | 0.07% |
7,075
+3
|
|
||
81
Vanguard Consumer Staples ETF
VDC
$7.82B
| – | – |
-24,542
|
|
||
82
Vanguard Health Care ETF
VHT
$16.8B
| – | – |
-6,960
|
|
||
83
Vanguard Real Estate ETF
VNQ
$37.5B
| – | – |
-20,110
|
|
||
|
GLXY
84
Galaxy Digital Inc
GLXY
$4.81B
| – | – |
-47,055
|
|