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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$618K 0.21%
2,557
-2
102
$616K 0.21%
8,502
-978
103
$600K 0.2%
1,817
-2
104
$589K 0.2%
2,269
-2,285
105
$572K 0.19%
6,889
-8
106
$572K 0.19%
+3,606
107
$570K 0.19%
9,588
-11
108
$564K 0.19%
10,500
-10
109
$559K 0.19%
3,549
-3,083
110
$551K 0.19%
4,679
-4
111
$548K 0.19%
12,370
-14
112
$547K 0.18%
4,280
-134
113
$538K 0.18%
1,096
-1
114
$527K 0.18%
7,932
-8,906
115
$526K 0.18%
3,994
-3,637
116
$521K 0.18%
2,579
-3
117
$518K 0.17%
4,162
-5
118
$516K 0.17%
1,410
-2
119
$513K 0.17%
5,134
-6
120
$513K 0.17%
2,226
-3
121
$513K 0.17%
39,417
+2,497
122
$505K 0.17%
+1,135
123
$494K 0.17%
1,393
-1
124
$490K 0.17%
4,768
-6
125
$485K 0.16%
2,286
-2
3 4
5
6 7