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
51
$1.09M 0.32%
17,894
-45
52
$1.09M 0.32%
8,811
-2
53
$1.08M 0.32%
12,078
+55
54
$1.07M 0.31%
9,019
+41
55
$1.05M 0.31%
7,920
+34
56
$1.02M 0.3%
2,889
-1
57
$1.01M 0.3%
7,007
+31
58
$979K 0.29%
2,518
-1
59
$978K 0.29%
7,779
-10
60
$977K 0.29%
118,010
-83
61
$964K 0.28%
5,446
+24
62
$962K 0.28%
15,531
+57
63
$953K 0.28%
6,579
-4
64
$949K 0.28%
8,526
+39
65
$948K 0.28%
3,431
+15
66
$942K 0.28%
5,178
-92
67
$920K 0.27%
2,171
+10
68
$909K 0.27%
15,363
+70
69
$906K 0.27%
2,599
-12
70
$858K 0.25%
7,976
-61
71
$851K 0.25%
6,431
+5
72
$830K 0.24%
14,672
-74
73
$827K 0.24%
5,441
+25
74
$825K 0.24%
8,297
-38
75
$790K 0.23%
4,438
+3
1 2
3
4 5