CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.4M
3
+$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$5.35M
5
AMZN icon
Amazon
AMZN
+$5.25M

Top Sells

1
+$77.1M
2
+$17.3M
3
+$11.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M

Sector Composition

1 Technology 26.41%
2 Communication Services 8.77%
3 Financials 8.43%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$238K 0.05%
37,819
+18,981
227
$234K 0.04%
668
-755
228
$229K 0.04%
+3,072
229
$229K 0.04%
+1,199
230
$229K 0.04%
8,412
+4
231
$228K 0.04%
7,035
-31
232
$226K 0.04%
2,851
-48
233
$223K 0.04%
+489
234
$217K 0.04%
6,020
-100
235
$214K 0.04%
+951
236
$213K 0.04%
+4,847
237
$213K 0.04%
+2,042
238
$210K 0.04%
4,044
+94
239
$207K 0.04%
+4,126
240
$200K 0.04%
2,013
-33
241
$190K 0.04%
22,647
+11,365
242
$189K 0.04%
21,124
-352
243
$185K 0.04%
+12,520
244
$167K 0.03%
19,632
-327
245
$161K 0.03%
20,582
+10,273
246
$156K 0.03%
24,734
+12,414
247
$146K 0.03%
65,244
+32,742
248
$124K 0.02%
28,933
+14,520
249
$112K 0.02%
28,793
+14,450
250
$74.8K 0.01%
53,591
+26,894
7 8 9
10
11