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
276
$309K 0.11%
2,930
-78
277
$303K 0.1%
2,804
-2,951
278
$302K 0.1%
5,642
-5,635
279
$302K 0.1%
4,015
-4,019
280
$300K 0.1%
6,328
281
$297K 0.1%
6,692
282
$295K 0.1%
13,418
283
$293K 0.1%
+3,100
284
$286K 0.1%
21,048
285
$285K 0.1%
7,053
-202
286
$284K 0.1%
2,547
-94
287
$284K 0.1%
8,162
288
$282K 0.1%
7,205
289
$275K 0.09%
+11,842
290
$275K 0.09%
7,432
291
$270K 0.09%
1,933
-500
292
$267K 0.09%
5,465
-3,353
293
$265K 0.09%
16,801
294
$263K 0.09%
+16,713
295
$262K 0.09%
4,062
-5,903
296
$261K 0.09%
6,250
297
$260K 0.09%
4,425
-4,418
298
$260K 0.09%
+2,153
299
$258K 0.09%
20,177
300
$257K 0.09%
6,379
10 11
12
13 14