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
276
$212K 0.07%
4,808
277
$211K 0.07%
8,196
278
$211K 0.07%
10,713
279
$210K 0.07%
+4,086
280
$209K 0.07%
15,361
281
$209K 0.07%
+5,493
282
$209K 0.07%
16,607
283
$208K 0.07%
+2,787
284
$207K 0.07%
6,214
285
$205K 0.06%
6,868
286
$203K 0.06%
21,304
287
$202K 0.06%
+2,591
288
$201K 0.06%
+5,860
289
$201K 0.06%
4,532
290
$193K 0.06%
10,295
291
$191K 0.06%
+749
292
$180K 0.06%
+27,610
293
$165K 0.05%
28,314
294
$164K 0.05%
50
+23
295
$133K 0.04%
36,486
296
$79K 0.02%
41
297
$78K 0.02%
1,091
298
$65K 0.02%
19,054
299
$50K 0.02%
14,765
300
– –
-3,044
10 11
12
13 14