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
$204M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1M
3
+$985K
4
META icon
Meta Platforms (Facebook)
META
+$826K
5
CF icon
CF Industries
CF
+$796K

Top Sells

1
+$1.3M
2
+$978K
3
+$969K
4
FFIV icon
F5
FFIV
+$951K
5
SLB icon
SLB Ltd
SLB
+$886K

Sector Composition

1 Technology 11.51%
2 Financials 8.2%
3 Healthcare 8.11%
4 Communication Services 7.27%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,049
252
– –
-2,155
253
– –
-7,545
254
– –
-12,040
255
– –
-25,362
7 8 9 10
11