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
$525M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.4M
3
+$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$5.35M
5
AMZN icon
Amazon
AMZN
+$5.25M

Top Sells

1
+$77.1M
2
+$17.3M
3
+$11.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M

Sector Composition

1 Technology 26.41%
2 Communication Services 8.77%
3 Financials 8.43%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 0.59%
16,201
+8,085
27
$3.12M 0.59%
4,019
+2,006
28
$3.09M 0.59%
7,438
+3,713
29
$3.02M 0.58%
23,112
+11,541
30
$2.92M 0.56%
71,614
-318
31
$2.91M 0.55%
19,525
+9,744
32
$2.88M 0.55%
7,662
+3,825
33
$2.81M 0.54%
5,171
+2,582
34
$2.69M 0.51%
8,998
+4,491
35
$2.66M 0.51%
29,081
-120
36
$2.59M 0.49%
15,811
+7,891
37
$2.55M 0.49%
19,441
+9,700
38
$2.5M 0.48%
17,574
+8,770
39
$2.4M 0.46%
11,888
+5,933
40
$2.39M 0.45%
7,473
+2,870
41
$2.37M 0.45%
24,092
+12,023
42
$2.37M 0.45%
15,128
+7,551
43
$2.32M 0.44%
35,701
+17,818
44
$2.25M 0.43%
11,745
+5,860
45
$2.25M 0.43%
7,069
-25
46
$2.11M 0.4%
30,987
+15,463
47
$2.1M 0.4%
10,865
+5,422
48
$2.08M 0.4%
13,978
+6,976
49
$2.07M 0.39%
15,519
+7,746
50
$2.03M 0.39%
17,969
+8,976
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