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
76
$574K 0.28%
16,879
+602
77
$563K 0.28%
12,314
+418
78
$559K 0.27%
6,016
+207
79
$556K 0.27%
3,868
+127
80
$556K 0.27%
5,551
+188
81
$546K 0.27%
3,150
+108
82
$543K 0.27%
8,025
+274
83
$542K 0.27%
58,896
+2,035
84
$538K 0.26%
6,434
+218
85
$535K 0.26%
7,414
+238
86
$530K 0.26%
10,157
+268
87
$529K 0.26%
11,960
-946
88
$518K 0.25%
13,689
-680
89
$503K 0.25%
18,438
+627
90
$502K 0.25%
1,480
+42
91
$498K 0.24%
9,203
+332
92
$493K 0.24%
5,732
+191
93
$480K 0.23%
4,806
-536
94
$477K 0.23%
4,862
-521
95
$475K 0.23%
9,412
+354
96
$469K 0.23%
+13,011
97
$469K 0.23%
9,700
+319
98
$462K 0.23%
8,099
+273
99
$453K 0.22%
+10,339
100
$449K 0.22%
1,419
+43
2 3
4
5 6