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
$342M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$350K
3
+$236K
4
JBTM
JBT Marel
JBTM
+$233K
5
EXE
Expand Energy Corp
EXE
+$231K

Top Sells

1
+$253K
2
+$246K
3
+$232K
4
NVDA icon
NVIDIA
NVDA
+$218K
5
CMC icon
Commercial Metals
CMC
+$214K

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 7.57%
3 Communication Services 6.9%
4 Industrials 6.44%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$783K 0.23%
3,546
+16
77
$773K 0.23%
2,748
-11
78
$772K 0.23%
4,119
-20
79
$768K 0.22%
16,655
+75
80
$766K 0.22%
2,292
-24
81
$762K 0.22%
6,565
-37
82
$761K 0.22%
76,899
+348
83
$747K 0.22%
8,747
+39
84
$738K 0.22%
6,327
-14
85
$726K 0.21%
7,982
+37
86
$723K 0.21%
19,420
+87
87
$717K 0.21%
5,471
+26
88
$712K 0.21%
9,852
-138
89
$704K 0.21%
6,995
90
$701K 0.21%
17,469
-13
91
$681K 0.2%
13,259
-45
92
$672K 0.2%
2,974
+13
93
$657K 0.19%
9,280
-176
94
$647K 0.19%
7,510
-25
95
$636K 0.19%
10,223
-130
96
$635K 0.19%
2,438
-12
97
$629K 0.18%
5,267
+24
98
$629K 0.18%
1,920
-12
99
$628K 0.18%
7,858
+35
100
$622K 0.18%
8,857
+40
2 3
4
5 6