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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.38%
63,087
-69
52
$1.11M 0.37%
57,017
+31,935
53
$1.09M 0.37%
9,205
-10
54
$1.08M 0.37%
5,862
+2,833
55
$1.07M 0.36%
5,579
+2,487
56
$1.04M 0.35%
9,663
-11
57
$1.04M 0.35%
19,425
-21
58
$1.03M 0.35%
9,470
+4,524
59
$1.02M 0.34%
7,850
-9
60
$1.01M 0.34%
2,994
-3
61
$993K 0.34%
24,092
-356
62
$980K 0.33%
+4,430
63
$979K 0.33%
6,589
-6
64
$972K 0.33%
4,615
-5
65
$965K 0.33%
8,159
+2,531
66
$957K 0.32%
4,316
-4,867
67
$927K 0.31%
17,910
-18
68
$926K 0.31%
18,654
+6,357
69
$924K 0.31%
2,223
-1,226
70
$914K 0.31%
20,893
+12,377
71
$913K 0.31%
15,940
-18
72
$907K 0.31%
+4,778
73
$907K 0.31%
7,954
-8
74
$893K 0.3%
8,049
-10
75
$891K 0.3%
3,997
-5
1 2
3
4 5