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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$680K 0.23%
24,718
-696
102
$679K 0.23%
3,636
-111
103
$673K 0.23%
18,787
104
$670K 0.23%
3,468
-115
105
$669K 0.23%
6,702
-1,676
106
$668K 0.23%
+4,970
107
$661K 0.23%
2,776
-79
108
$658K 0.23%
9,937
109
$655K 0.23%
18,137
-519
110
$647K 0.22%
10,403
+3,183
111
$646K 0.22%
13,080
-3,270
112
$645K 0.22%
+12,255
113
$635K 0.22%
9,468
-287
114
$634K 0.22%
1,475
-40
115
$631K 0.22%
4,514
-126
116
$630K 0.22%
27,930
+7,458
117
$629K 0.22%
7,966
-242
118
$629K 0.22%
12,061
119
$621K 0.21%
2,657
-80
120
$620K 0.21%
7,120
121
$620K 0.21%
23,883
+12,967
122
$617K 0.21%
6,746
123
$613K 0.21%
+2,625
124
$610K 0.21%
14,926
125
$597K 0.21%
+6,023
3 4
5
6 7