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
$204M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1M
3
+$985K
4
META icon
Meta Platforms (Facebook)
META
+$826K
5
CF icon
CF Industries
CF
+$796K

Top Sells

1
+$1.3M
2
+$978K
3
+$969K
4
FFIV icon
F5
FFIV
+$951K
5
SLB icon
SLB Ltd
SLB
+$886K

Sector Composition

1 Technology 11.51%
2 Financials 8.2%
3 Healthcare 8.11%
4 Communication Services 7.27%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.54%
4,401
+163
27
$1.07M 0.52%
10,049
+354
28
$1.02M 0.5%
46,539
-505
29
$1M 0.49%
+3,012
30
$992K 0.49%
150,560
+17,720
31
$990K 0.48%
8,241
+266
32
$985K 0.48%
7,091
-458
33
$985K 0.48%
+14,980
34
$962K 0.47%
5,155
+233
35
$955K 0.47%
10,634
+347
36
$909K 0.44%
6,933
+3,887
37
$895K 0.44%
11,976
+430
38
$884K 0.43%
6,126
-5,101
39
$876K 0.43%
13,647
-261
40
$859K 0.42%
12,944
+434
41
$837K 0.41%
3,843
-1,496
42
$823K 0.4%
8,522
+4,807
43
$810K 0.4%
38,153
+1,347
44
$800K 0.39%
8,872
-890
45
$796K 0.39%
+29,258
46
$785K 0.38%
6,882
-216
47
$782K 0.38%
9,451
+315
48
$768K 0.38%
+20,274
49
$757K 0.37%
6,614
+1,180
50
$743K 0.36%
6,124
-5,715
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2
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