CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$379K 0.13%
24,419
227
$379K 0.13%
13,598
-13,593
228
$377K 0.13%
6,506
+3,193
229
$377K 0.13%
13,699
230
$376K 0.13%
16,365
-16,369
231
$376K 0.13%
15,000
232
$371K 0.13%
15,000
233
$370K 0.13%
4,581
-6,587
234
$368K 0.13%
+2,709
235
$368K 0.13%
4,563
236
$367K 0.13%
13,860
-13,862
237
$365K 0.13%
8,294
+3,659
238
$363K 0.13%
13,265
239
$361K 0.12%
9,364
240
$361K 0.12%
6,020
-173
241
$359K 0.12%
+17,010
242
$358K 0.12%
7,993
243
$358K 0.12%
5,431
-9,866
244
$357K 0.12%
+7,909
245
$357K 0.12%
+8,129
246
$356K 0.12%
21,481
-10,579
247
$355K 0.12%
5,782
248
$355K 0.12%
+4,150
249
$354K 0.12%
4,612
250
$351K 0.12%
4,696
8 9
10
11 12