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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$595K 0.21%
21,729
127
$593K 0.2%
25,466
-749
128
$591K 0.2%
3,545
-99
129
$589K 0.2%
15,404
+8,469
130
$583K 0.2%
17,500
+5,793
131
$574K 0.2%
10,972
132
$572K 0.2%
4,806
133
$567K 0.2%
13,118
134
$566K 0.2%
7,193
-220
135
$563K 0.19%
7,060
-39
136
$563K 0.19%
11,024
-11,689
137
$560K 0.19%
3,295
-94
138
$556K 0.19%
13,571
-412
139
$553K 0.19%
5,394
140
$546K 0.19%
+15,053
141
$544K 0.19%
4,379
-109
142
$543K 0.19%
6,885
143
$543K 0.19%
36,430
-17,941
144
$541K 0.19%
9,527
-272
145
$541K 0.19%
15,598
146
$541K 0.19%
14,753
147
$539K 0.19%
7,899
-214
148
$538K 0.19%
10,866
-11,523
149
$538K 0.19%
6,971
-201
150
$526K 0.18%
4,190
-120
4 5
6
7 8