CIM

Corda Investment Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.3M
3
+$10.2M
4
DE icon
Deere & Co
DE
+$6.36M
5
TGT icon
Target
TGT
+$6.02M

Top Sells

1
+$14.1M
2
+$1.02M
3
+$256K
4
SSL icon
Sasol
SSL
+$164K
5
PM icon
Philip Morris
PM
+$124K

Sector Composition

1 Consumer Staples 23.3%
2 Healthcare 15.35%
3 Energy 13.27%
4 Materials 9.38%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 5.61%
871,192
+7,297
2
$23.3M 4.85%
613,793
+44,214
3
$22.7M 4.72%
260,679
-1,234
4
$21.3M 4.44%
295,648
-1,419
5
$20M 4.17%
473,039
+32,608
6
$18.6M 3.87%
284,662
+11,719
7
$17.1M 3.56%
191,639
+8,727
8
$15M 3.13%
282,858
-1,570
9
$15M 3.12%
211,474
+52,511
10
$14.7M 3.06%
140,481
-208
11
$14.4M 3%
159,068
+70,218
12
$13.7M 2.84%
260,623
+18,833
13
$12.9M 2.68%
206,804
-4,127
14
$12.6M 2.63%
201,558
+5,794
15
$12.2M 2.54%
+365,603
16
$12.1M 2.52%
196,265
+17,112
17
$12M 2.51%
246,124
-1,008
18
$11.3M 2.36%
195,663
+103,892
19
$10.5M 2.19%
142,086
-1,365
20
$10.3M 2.15%
+266,975
21
$10.2M 2.13%
+232,855
22
$10.1M 2.09%
182,239
-1,946
23
$9.71M 2.02%
242,161
+34,336
24
$9.46M 1.97%
222,821
-705
25
$8.9M 1.85%
150,505
-2,769
1
2 3