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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-5,099
277
– –
-1,383
278
– –
-5,905
279
– –
-8,196
280
– –
-774
281
– –
-3,627
282
– –
-18,753
283
– –
-2,564
284
– –
-3,119
285
– –
-1,929
286
– –
-1,960
287
– –
-3,263
288
– –
-1,355
289
– –
-6,604
290
– –
-6,888
291
– –
-6,038
292
– –
-4,741
293
– –
-4,334
294
– –
-12,042
295
– –
-4,928
296
– –
-10,228
297
– –
-1,939
298
– –
-1,303
299
– –
-1,129
300
– –
-697
9 10 11
12
13