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
$318M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.2M
3
+$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1
+$2.15M
2
+$1.56M
3
+$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$233K 0.07%
+3,155
252
$233K 0.07%
2,551
253
$233K 0.07%
1,999
254
$232K 0.07%
5,712
255
$230K 0.07%
17,192
256
$229K 0.07%
1,382
-8
257
$228K 0.07%
2,723
258
$227K 0.07%
11,496
259
$226K 0.07%
8,709
260
$226K 0.07%
5,212
261
$223K 0.07%
15,473
262
$222K 0.07%
3,717
263
$219K 0.07%
4,656
264
$217K 0.07%
4,928
265
$217K 0.07%
11,097
266
$216K 0.07%
23,925
+11,939
267
$216K 0.07%
7,128
268
$216K 0.07%
5,251
269
$215K 0.07%
+8,696
270
$215K 0.07%
+1,095
271
$214K 0.07%
1,443
272
$214K 0.07%
2,370
273
$213K 0.07%
+3,119
274
$213K 0.07%
+3,309
275
$212K 0.07%
4,019
9 10
11
12 13