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
51
$2.02M 0.38%
4,330
+2,161
52
$2M 0.38%
10,330
+5,158
53
$1.97M 0.38%
30,645
+15,294
54
$1.94M 0.37%
6,844
+3,416
55
$1.94M 0.37%
7,969
-34
56
$1.9M 0.36%
5,023
+2,507
57
$1.89M 0.36%
13,127
+6,552
58
$1.89M 0.36%
15,283
+7,632
59
$1.85M 0.35%
38,742
+19,335
60
$1.84M 0.35%
8,041
-32
61
$1.75M 0.33%
5,183
+2,588
62
$1.73M 0.33%
33,221
+16,581
63
$1.71M 0.33%
15,892
+7,936
64
$1.68M 0.32%
12,704
+6,276
65
$1.67M 0.32%
19,658
+9,812
66
$1.64M 0.31%
16,736
-73
67
$1.59M 0.3%
153,396
+76,561
68
$1.59M 0.3%
4,469
-15
69
$1.55M 0.3%
12,625
+6,302
70
$1.54M 0.29%
10,854
+5,417
71
$1.51M 0.29%
29,271
+14,611
72
$1.48M 0.28%
16,553
+8,262
73
$1.47M 0.28%
14,916
-63
74
$1.46M 0.28%
13,102
+6,538
75
$1.45M 0.28%
15,927
+7,948
1 2
3
4 5