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
$342M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$350K
3
+$236K
4
JBTM
JBT Marel
JBTM
+$233K
5
EXE
Expand Energy Corp
EXE
+$231K

Top Sells

1
+$253K
2
+$246K
3
+$232K
4
NVDA icon
NVIDIA
NVDA
+$218K
5
CMC icon
Commercial Metals
CMC
+$214K

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 7.57%
3 Communication Services 6.9%
4 Industrials 6.44%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$618K 0.18%
3,799
-22
102
$610K 0.18%
2,471
-7
103
$605K 0.18%
34,715
-104
104
$592K 0.17%
5,230
-44
105
$584K 0.17%
8,502
-62
106
$581K 0.17%
11,750
-100
107
$569K 0.17%
2,039
+9
108
$563K 0.16%
8,933
+40
109
$556K 0.16%
2,643
+12
110
$529K 0.15%
16,687
-22
111
$526K 0.15%
5,834
112
$526K 0.15%
11,968
-86
113
$513K 0.15%
1,858
+8
114
$506K 0.15%
7,705
115
$502K 0.15%
1,528
+7
116
$497K 0.15%
5,015
+22
117
$491K 0.14%
2,166
+10
118
$489K 0.14%
12,238
-25
119
$476K 0.14%
1,988
+574
120
$472K 0.14%
2,894
-13
121
$464K 0.14%
4,051
+18
122
$463K 0.14%
4,134
-19
123
$460K 0.13%
24,230
+109
124
$460K 0.13%
5,408
-21
125
$451K 0.13%
994
3 4
5
6 7