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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$723K 0.29%
5,201
77
$720K 0.29%
2,715
78
$718K 0.28%
2,224
79
$718K 0.28%
4,206
+2,030
80
$714K 0.28%
12,906
+906
81
$711K 0.28%
5,409
82
$708K 0.28%
17,811
83
$701K 0.28%
11,896
+728
84
$690K 0.27%
13,544
85
$685K 0.27%
14,369
86
$685K 0.27%
5,342
87
$684K 0.27%
7,751
88
$673K 0.27%
7,826
89
$671K 0.27%
11,139
+7,230
90
$671K 0.27%
12,179
91
$669K 0.26%
3,046
-38
92
$667K 0.26%
3,741
-277
93
$664K 0.26%
5,541
94
$663K 0.26%
2,749
95
$662K 0.26%
3,025
96
$649K 0.26%
21,496
97
$608K 0.24%
6,455
98
$594K 0.24%
7,176
99
$591K 0.23%
29,107
-457
100
$590K 0.23%
4,154
2 3
4
5 6