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
$318M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.2M
3
+$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1
+$2.15M
2
+$1.56M
3
+$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$661K 0.21%
+6,707
102
$654K 0.21%
1,081
-6
103
$640K 0.2%
4,501
-27
104
$638K 0.2%
+2,629
105
$634K 0.2%
2,986
-17
106
$630K 0.2%
4,358
-28
107
$630K 0.2%
7,019
-38
108
$626K 0.2%
5,731
+2,845
109
$625K 0.2%
30,450
-180
110
$623K 0.2%
3,591
-22
111
$623K 0.2%
4,249
-26
112
$618K 0.19%
2,817
-16
113
$614K 0.19%
+8,703
114
$613K 0.19%
17,150
-96
115
$608K 0.19%
10,690
+820
116
$604K 0.19%
3,089
-19
117
$604K 0.19%
2,032
-11
118
$585K 0.18%
19,595
119
$584K 0.18%
5,587
-4,973
120
$582K 0.18%
12,534
-12,726
121
$580K 0.18%
4,765
-223
122
$566K 0.18%
+5,497
123
$559K 0.18%
5,182
-27
124
$554K 0.17%
2,605
-14
125
$548K 0.17%
12,623
-76
3 4
5
6 7