CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.53%
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
+$1.24M
2
+$1.06M
3
+$1.03M
4
CHD icon
Church & Dwight Co
CHD
+$988K
5
EXAS
Exact Sciences
EXAS
+$954K

Top Sells

1
+$1.23M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$788K
5
STLA icon
Stellantis
STLA
+$717K

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
– –
-6,980
237
– –
-4,521
238
– –
-4,796
239
– –
-5,900
240
– –
-38,100
241
– –
-25,370
242
– –
-2,763
243
– –
-2,871
244
– –
-14,180
245
– –
-2,125
246
– –
-2,614
247
– –
-10,157
248
– –
-34,661
249
– –
-7,637
250
– –
-10,134
8 9
10
11 12