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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$213K 0.07%
4,028
-469
227
$209K 0.07%
3,074
-3,800
228
$209K 0.07%
13,761
-1,600
229
$209K 0.07%
5,895
-686
230
$206K 0.07%
3,214
-373
231
$204K 0.07%
4,631
-539
232
$204K 0.07%
5,108
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233
$203K 0.07%
6,387
-741
234
$203K 0.07%
5,248
-612
235
$202K 0.07%
671
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236
$202K 0.07%
7,961
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237
$181K 0.06%
+10,706
238
$181K 0.06%
19,082
-2,222
239
$180K 0.06%
13,813
-1,609
240
$162K 0.05%
25,370
-2,944
241
$158K 0.05%
2,634
+742
242
$143K 0.05%
+14,986
243
$142K 0.05%
+15,582
244
$115K 0.04%
3,973
-461
245
$114K 0.04%
91
-11
246
$112K 0.04%
12,161
-1,412
247
$112K 0.04%
32,668
-3,818
248
$69K 0.02%
44
-6
249
$42K 0.01%
13,229
-1,536
250
– –
-6,616
8 9
10
11 12