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
$204M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1M
3
+$985K
4
META icon
Meta Platforms (Facebook)
META
+$826K
5
CF icon
CF Industries
CF
+$796K

Top Sells

1
+$1.3M
2
+$978K
3
+$969K
4
FFIV icon
F5
FFIV
+$951K
5
SLB icon
SLB Ltd
SLB
+$886K

Sector Composition

1 Technology 11.51%
2 Financials 8.2%
3 Healthcare 8.11%
4 Communication Services 7.27%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.22%
+3,448
102
$442K 0.22%
2,223
-236
103
$440K 0.22%
5,983
+203
104
$435K 0.21%
3,253
-54
105
$430K 0.21%
5,640
+182
106
$429K 0.21%
14,048
+504
107
$425K 0.21%
6,195
-4,036
108
$420K 0.21%
7,079
-6,600
109
$417K 0.2%
7,019
+564
110
$408K 0.2%
+14,916
111
$404K 0.2%
7,169
+241
112
$401K 0.2%
6,930
+715
113
$392K 0.19%
16,487
+589
114
$386K 0.19%
11,474
+1,586
115
$384K 0.19%
2,575
-139
116
$379K 0.19%
4,980
+1,642
117
$379K 0.19%
3,271
+634
118
$379K 0.19%
30,210
+1,103
119
$372K 0.18%
8,007
+261
120
$369K 0.18%
4,940
121
$364K 0.18%
6,125
+188
122
$354K 0.17%
4,888
-4,546
123
$348K 0.17%
11,041
-405
124
$344K 0.17%
8,897
+837
125
$339K 0.17%
8,635
-1,636
3 4
5
6 7