CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
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 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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