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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$891K 0.3%
11,433
-13
77
$877K 0.3%
+15,727
78
$870K 0.29%
1,945
-979
79
$863K 0.29%
18,649
+12,404
80
$840K 0.28%
+3,958
81
$814K 0.27%
19,189
-21
82
$802K 0.27%
2,272
-6,857
83
$802K 0.27%
5,216
-6
84
$792K 0.27%
4,317
-4
85
$787K 0.27%
20,331
-21
86
$772K 0.26%
3,760
-362
87
$767K 0.26%
5,659
-6
88
$766K 0.26%
2,252
-3
89
$752K 0.25%
3,517
-3
90
$723K 0.24%
4,441
-5
91
$715K 0.24%
3,089
+325
92
$707K 0.24%
5,395
-6
93
$706K 0.24%
8,079
+419
94
$681K 0.23%
19,079
-7,289
95
$664K 0.22%
26,659
-29
96
$654K 0.22%
5,529
-6
97
$648K 0.22%
2,584
-3
98
$639K 0.22%
5,139
+3,104
99
$637K 0.22%
8,109
-10
100
$634K 0.21%
5,885
-7
2 3
4
5 6