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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$589K 0.23%
8,064
102
$585K 0.23%
3,307
103
$577K 0.23%
5,363
104
$566K 0.22%
+6,215
105
$565K 0.22%
8,871
106
$560K 0.22%
1,438
107
$559K 0.22%
6,674
108
$544K 0.22%
932
109
$544K 0.22%
5,780
110
$537K 0.21%
3,715
-311
111
$525K 0.21%
40,005
112
$524K 0.21%
+2,459
113
$518K 0.21%
9,635
-9,626
114
$508K 0.2%
9,027
115
$507K 0.2%
15,898
116
$501K 0.2%
+6,403
117
$497K 0.2%
9,381
118
$495K 0.2%
3,561
119
$493K 0.2%
10,271
-10,279
120
$491K 0.19%
20,074
121
$483K 0.19%
5,458
-5,449
122
$480K 0.19%
7,746
123
$470K 0.19%
9,888
124
$467K 0.18%
3,042
125
$460K 0.18%
7,395
-762
3 4
5
6 7