CIM
Corda Investment Management Portfolio holdings
AUM
$1.36B
1-Year Est. Return
14.41%
1 Year Est. Return
+14.41%
AUM
$1.36B
AUM Growth
+$102M
(+8.1%)
Holding
78
Top Buys
| 1 | +$20.1M | |
| 2 | +$19.9M | |
| 3 | +$15.2M | |
| 4 |
NVIDIA
NVDA
|
+$7.35M |
| 5 |
PepsiCo
PEP
|
+$3.07M |
Top Sells
| 1 | +$1.96M | |
| 2 | +$1.81M | |
| 3 | +$1.28M | |
| 4 |
Welltower
WELL
|
+$1.27M |
| 5 |
Charles Schwab
SCHW
|
+$1.09M |
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 | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$547B
| $1.11M | 0.08% |
3,665
-350
|
|
||
77
AbbVie
ABBV
$409B
| $1.09M | 0.08% |
5,897
-735
|
|
||
78
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
| $1.09M | 0.08% |
+27,024
|
|