CI

Cordant Inc Portfolio holdings

AUM $222M
1-Year Est. Return 8.76%
This Quarter Est. Return
1 Year Est. Return
+8.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$888K
3
+$702K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$682K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$518K

Top Sells

1
+$530K
2
+$273K
3
+$235K
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$213K
5
VB icon
Vanguard Small-Cap ETF
VB
+$210K

Sector Composition

1 Technology 0.93%
2 Consumer Discretionary 0.19%
3 Communication Services 0.07%
4 Healthcare 0.06%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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