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
$342M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$350K
3
+$236K
4
JBTM
JBT Marel
JBTM
+$233K
5
EXE
Expand Energy Corp
EXE
+$231K

Top Sells

1
+$253K
2
+$246K
3
+$232K
4
NVDA icon
NVIDIA
NVDA
+$218K
5
CMC icon
Commercial Metals
CMC
+$214K

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 7.57%
3 Communication Services 6.9%
4 Industrials 6.44%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.56%
6,624
+11
27
$1.9M 0.56%
13,186
+61
28
$1.66M 0.49%
3,191
+1
29
$1.66M 0.49%
3,728
-24
30
$1.63M 0.48%
8,072
-5
31
$1.56M 0.46%
1,523
+7
32
$1.55M 0.46%
2,014
-34
33
$1.55M 0.45%
40,638
-63
34
$1.52M 0.44%
16,817
+76
35
$1.52M 0.44%
9,787
+45
36
$1.47M 0.43%
8,009
-25
37
$1.39M 0.41%
3,841
-7
38
$1.36M 0.4%
2,592
-35
39
$1.35M 0.4%
8,120
-4
40
$1.35M 0.4%
2,669
-34
41
$1.34M 0.39%
11,594
+12
42
$1.33M 0.39%
7,924
-3
43
$1.31M 0.38%
5,745
+2
44
$1.3M 0.38%
5,882
+14
45
$1.27M 0.37%
4,024
-56
46
$1.25M 0.37%
1,180
-26
47
$1.18M 0.34%
9,737
-24
48
$1.16M 0.34%
7,582
-66
49
$1.12M 0.33%
4,510
-36
50
$1.09M 0.32%
5,958
+16
1
2
3 4 5