CI
Cordant Inc Portfolio holdings
AUM
$207M
This Quarter Return
+8.35%
1 Year Return
+9.53%
3 Year Return
+25.64%
5 Year Return
+39.08%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+7.4%)
Cap. Flow
-$193K
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
81.11%
Holding
70
New
–
Increased
20
Reduced
16
Closed
16
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$334K |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$330K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$223K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$223K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$130K |
Top Sells
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Communication Services | 0.16% |
| 3 | Consumer Discretionary | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
