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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$349K 0.12%
54,190
+24,105
252
$343K 0.12%
+4,435
253
$341K 0.12%
19,053
254
$341K 0.12%
2,146
255
$341K 0.12%
4,079
-125
256
$339K 0.12%
29,774
257
$338K 0.12%
28,855
258
$337K 0.12%
7,722
259
$337K 0.12%
7,188
-3,539
260
$334K 0.12%
+14,131
261
$333K 0.11%
6,276
-179
262
$333K 0.11%
3,386
263
$331K 0.11%
2,084
264
$331K 0.11%
+14,198
265
$328K 0.11%
27,320
266
$327K 0.11%
38,751
267
$327K 0.11%
+4,282
268
$323K 0.11%
7,047
269
$322K 0.11%
16,364
-5,453
270
$322K 0.11%
+12,678
271
$319K 0.11%
4,193
272
$315K 0.11%
3,945
273
$314K 0.11%
+5,769
274
$310K 0.11%
8,615
275
$309K 0.11%
+6,037
9 10
11
12 13