CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.53%
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
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.46M
3
+$1.2M
4
WMT icon
Walmart Inc
WMT
+$1.07M
5
PANW icon
Palo Alto Networks
PANW
+$1.02M

Top Sells

1
+$5.72M
2
+$2.8M
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 9.45%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$211K 0.07%
4,183
-4,178
327
$210K 0.07%
+2,680
328
$205K 0.07%
+3,346
329
$182K 0.06%
+1,017
330
$181K 0.06%
17,941
331
$171K 0.06%
+3,797
332
$165K 0.06%
2,092
333
$138K 0.05%
+12,506
334
$135K 0.05%
10,100
335
$65K 0.02%
11,298
336
– –
-40,000
337
– –
-3,078
338
– –
-135
339
– –
-25,489
340
– –
-55,400
341
– –
-7,267
342
– –
-5,137
343
– –
-21,329
344
– –
-5,413
345
– –
-7,290
346
– –
-6,716
347
– –
-8,796
348
– –
-7,127
349
– –
-5,557
350
– –
-20,075
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14
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