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
76
$1.2M 0.08%
3,650
-15
77
$1.2M 0.08%
6,411
-330
78
$1.19M 0.08%
1,558
+8
79
$1.18M 0.08%
8,972
+176
80
$1.02M 0.07%
+5,356
81
– –
-1,250,494
1 2 3
4