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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.18%
5,976
127
$451K 0.18%
+6,149
128
$450K 0.18%
6,928
129
$438K 0.17%
8,109
130
$430K 0.17%
4,940
-3,863
131
$414K 0.16%
6,975
132
$412K 0.16%
5,146
-800
133
$411K 0.16%
10,855
-8,485
134
$408K 0.16%
1,376
135
$402K 0.16%
+41,242
136
$402K 0.16%
8,060
137
$389K 0.15%
17,994
138
$384K 0.15%
1,271
139
$378K 0.15%
3,629
140
$376K 0.15%
3,955
141
$374K 0.15%
996
142
$374K 0.15%
6,645
+2,822
143
$373K 0.15%
5,937
144
$361K 0.14%
2,444
145
$356K 0.14%
5,544
+2
146
$348K 0.14%
4,027
-3,167
147
$340K 0.13%
3,987
-667
148
$339K 0.13%
3,338
+953
149
$338K 0.13%
12,914
-10,094
150
$327K 0.13%
2,010
4 5
6
7 8