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
$318M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.2M
3
+$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1
+$2.15M
2
+$1.56M
3
+$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$846K 0.27%
4,401
-24
77
$832K 0.26%
+19,339
78
$827K 0.26%
+11,651
79
$819K 0.26%
5,317
+127
80
$806K 0.25%
15,356
-557
81
$803K 0.25%
13,003
-78
82
$794K 0.25%
15,587
-88
83
$787K 0.25%
5,506
-33
84
$782K 0.25%
4,076
-23
85
$781K 0.25%
55,129
-354
86
$764K 0.24%
1,338
-1,297
87
$760K 0.24%
7,811
-47
88
$751K 0.24%
8,285
-49
89
$736K 0.23%
6,673
-37
90
$710K 0.22%
10,478
-63
91
$702K 0.22%
1,856
-11
92
$700K 0.22%
32,172
-30,840
93
$694K 0.22%
3,154
-19
94
$688K 0.22%
27,090
+15,554
95
$683K 0.21%
9,778
-10,218
96
$676K 0.21%
+9,832
97
$670K 0.21%
12,411
-73
98
$665K 0.21%
5,629
-30
99
$665K 0.21%
+3,323
100
$661K 0.21%
10,691
-65
2 3
4
5 6