CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.4M
3
+$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$5.35M
5
AMZN icon
Amazon
AMZN
+$5.25M

Top Sells

1
+$77.1M
2
+$17.3M
3
+$11.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M

Sector Composition

1 Technology 26.41%
2 Communication Services 8.77%
3 Financials 8.43%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.2%
17,819
+8,893
102
$993K 0.19%
69,256
+34,568
103
$981K 0.19%
12,614
+6,296
104
$962K 0.18%
1,949
+978
105
$952K 0.18%
29,373
+14,660
106
$945K 0.18%
10,002
+4,992
107
$921K 0.18%
11,163
+5,573
108
$920K 0.18%
3,897
+1,956
109
$919K 0.18%
16,955
+8,468
110
$916K 0.17%
9,787
+4,118
111
$912K 0.17%
1,882
+939
112
$899K 0.17%
15,108
+7,582
113
$894K 0.17%
17,924
+8,995
114
$881K 0.17%
23,246
+11,666
115
$869K 0.17%
3,048
+1,521
116
$862K 0.16%
4,320
+2,156
117
$862K 0.16%
5,601
-5,929
118
$860K 0.16%
9,622
+4,829
119
$858K 0.16%
33,806
+16,875
120
$851K 0.16%
4,099
-17
121
$842K 0.16%
48,321
+24,120
122
$841K 0.16%
3,528
-15
123
$827K 0.16%
12,065
+6,022
124
$812K 0.15%
31,911
+15,930
125
$809K 0.15%
16,086
+8,073
3 4
5
6 7