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
51
$737K 0.36%
8,783
-4,676
52
$727K 0.36%
11,540
+5,391
53
$725K 0.35%
21,087
+706
54
$704K 0.34%
22,736
+816
55
$703K 0.34%
4,901
-434
56
$683K 0.33%
16,217
+599
57
$662K 0.32%
4,694
+140
58
$658K 0.32%
12,255
-810
59
$654K 0.32%
5,375
+174
60
$647K 0.32%
11,152
+302
61
$640K 0.31%
6,688
+245
62
$633K 0.31%
12,649
+470
63
$630K 0.31%
23,980
+862
64
$629K 0.31%
2,804
+89
65
$625K 0.31%
+4,468
66
$624K 0.31%
+25,414
67
$622K 0.3%
4,024
+146
68
$620K 0.3%
4,294
+140
69
$619K 0.3%
3,746
-3,497
70
$615K 0.3%
+6,658
71
$612K 0.3%
4,625
+158
72
$611K 0.3%
2,300
+76
73
$601K 0.29%
963
+31
74
$598K 0.29%
25,220
+1,910
75
$576K 0.28%
2,842
+93
1 2
3
4 5