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
301
$254K 0.09%
1,508
302
$254K 0.09%
3,328
-3,332
303
$251K 0.09%
5,957
-172
304
$251K 0.09%
10,000
305
$249K 0.09%
18,400
+4,800
306
$248K 0.09%
3,271
307
$246K 0.08%
2,599
+649
308
$245K 0.08%
10,000
309
$243K 0.08%
4,613
310
$242K 0.08%
+7,084
311
$237K 0.08%
10,000
312
$236K 0.08%
19,684
-23,025
313
$234K 0.08%
+1,218
314
$232K 0.08%
4,207
315
$229K 0.08%
2,479
316
$228K 0.08%
+5,391
317
$227K 0.08%
+14,872
318
$226K 0.08%
+3,010
319
$226K 0.08%
3,640
320
$220K 0.08%
13,792
321
$218K 0.08%
3,431
322
$217K 0.07%
3,678
323
$217K 0.07%
49,983
324
$216K 0.07%
5,275
325
$215K 0.07%
8,733
-8,737
11 12
13
14 15