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
$342M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$350K
3
+$236K
4
JBTM
JBT Marel
JBTM
+$233K
5
EXE
Expand Energy Corp
EXE
+$231K

Top Sells

1
+$253K
2
+$246K
3
+$232K
4
NVDA icon
NVIDIA
NVDA
+$218K
5
CMC icon
Commercial Metals
CMC
+$214K

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 7.57%
3 Communication Services 6.9%
4 Industrials 6.44%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$201K 0.06%
1,304
227
$199K 0.06%
21,987
228
$195K 0.06%
11,512
229
$184K 0.05%
19,539
230
$176K 0.05%
13,017
231
$155K 0.05%
25,825
232
$155K 0.05%
27,508
233
$143K 0.04%
11,598
234
$135K 0.04%
17,147
235
$134K 0.04%
11,549
236
$132K 0.04%
57,454
237
$130K 0.04%
20,434
238
$123K 0.04%
17,311
239
$122K 0.04%
19,296
240
$93K 0.03%
12,622
241
$90.3K 0.03%
14,685
242
$89.7K 0.03%
10,316
-88
243
$83.5K 0.02%
33,276
244
$68.3K 0.02%
14,757
245
$54.4K 0.02%
15,874
246
$40.2K 0.01%
27,331
247
$23.8K 0.01%
13,031
248
$7.02K ﹤0.01%
20,955
249
$6 ﹤0.01%
64,376
250
– –
-1,746
7 8 9
10
11