CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.4M
3
+$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$5.35M
5
AMZN icon
Amazon
AMZN
+$5.25M

Top Sells

1
+$77.1M
2
+$17.3M
3
+$11.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M

Sector Composition

1 Technology 26.41%
2 Communication Services 8.77%
3 Financials 8.43%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.27%
10,918
+5,448
77
$1.39M 0.27%
5,481
+2,736
78
$1.39M 0.27%
17,447
+8,708
79
$1.36M 0.26%
5,932
+2,961
80
$1.36M 0.26%
20,397
+10,182
81
$1.33M 0.25%
13,713
+6,882
82
$1.31M 0.25%
5,713
-25
83
$1.31M 0.25%
4,864
+2,428
84
$1.31M 0.25%
7,580
+3,784
85
$1.31M 0.25%
15,675
+7,822
86
$1.3M 0.25%
10,436
+5,209
87
$1.29M 0.25%
3,176
-13
88
$1.26M 0.24%
26,452
+13,203
89
$1.23M 0.23%
10,508
+5,244
90
$1.21M 0.23%
5,271
+2,631
91
$1.21M 0.23%
5,875
-20
92
$1.16M 0.22%
34,848
+17,392
93
$1.16M 0.22%
4,929
+2,460
94
$1.12M 0.21%
3,705
+1,849
95
$1.12M 0.21%
4,067
+2,030
96
$1.1M 0.21%
33,292
+16,616
97
$1.09M 0.21%
2,356
-9
98
$1.09M 0.21%
23,880
+11,920
99
$1.07M 0.2%
23,444
+11,703
100
$1.05M 0.2%
8,481
-38
2 3
4
5 6