CIM
Corda Investment Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
19.44%
This Fund
S&P 500
1 Year Est. Return
+19.44%
AUM
$1.42B
AUM Growth
+$62.3M
(+4.6%)
Holding
81
Top Buys
| 1 | +$15.8M | |
| 2 | +$3.13M | |
| 3 | +$2.79M | |
| 4 |
ASML
ASML
|
+$1.87M |
| 5 |
Hershey
HSY
|
+$1.28M |
Top Sells
| 1 | +$26.2M | |
| 2 | +$9.93M | |
| 3 | +$7.49M | |
| 4 |
Walt Disney
DIS
|
+$6.54M |
| 5 |
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
Vanguard Total Stock Market ETF
VTI
$542B
| $1.2M | 0.08% |
3,650
-15
|
|
||
77
Vanguard Value ETF
VTV
$162B
| $1.2M | 0.08% |
6,411
-330
|
|
||
78
Eli Lilly
LLY
$785B
| $1.19M | 0.08% |
1,558
+8
|
|
||
79
Emerson Electric
EMR
$70.5B
| $1.18M | 0.08% |
8,972
+176
|
|
||
80
Invesco S&P 500 Equal Weight ETF
RSP
$82.5B
| $1.02M | 0.07% |
+5,356
|
|
||
81
Kenvue
KVUE
$33.6B
| – | – |
-1,250,494
|
|