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
76
$1.11M 0.08%
3,665
-350
77
$1.09M 0.08%
5,897
-735
78
$1.09M 0.08%
+27,024