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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.06%
14,900
-11,641
227
$130K 0.05%
1,789
-1,398
228
$122K 0.05%
5,121
-4,001
229
$120K 0.05%
+11,224
230
$117K 0.05%
+50,000
231
$104K 0.04%
25,362
-19,814
232
$80K 0.03%
17,068
-13,336
233
$71K 0.03%
1,049
-819
234
$64K 0.03%
15,459
-12,079
235
$38K 0.02%
657
-516
236
– –
-13,202
237
– –
-228
238
– –
-34,661
239
– –
-7,637
240
– –
-10,134
241
– –
-1,681
242
– –
-4,613
243
– –
-10,032
244
– –
-3,268
245
– –
-2,635
246
– –
-2,614
247
– –
-7,677
248
– –
-6,843
249
– –
-2,056
250
– –
-9,707
8 9
10
11 12