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
$204M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1M
3
+$985K
4
META icon
Meta Platforms (Facebook)
META
+$826K
5
CF icon
CF Industries
CF
+$796K

Top Sells

1
+$1.3M
2
+$978K
3
+$969K
4
FFIV icon
F5
FFIV
+$951K
5
SLB icon
SLB Ltd
SLB
+$886K

Sector Composition

1 Technology 11.51%
2 Financials 8.2%
3 Healthcare 8.11%
4 Communication Services 7.27%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$331K 0.16%
27,802
+9,091
127
$329K 0.16%
3,298
+924
128
$322K 0.16%
6,756
+780
129
$319K 0.16%
7,662
+267
130
$301K 0.15%
4,966
+1,566
131
$299K 0.15%
8,395
+286
132
$298K 0.15%
1,313
+42
133
$297K 0.15%
5,073
-73
134
$294K 0.14%
2,531
+87
135
$290K 0.14%
9,403
+376
136
$287K 0.14%
10,002
+367
137
$281K 0.14%
11,700
+2,010
138
$281K 0.14%
1,399
139
$279K 0.14%
41,295
+1,290
140
$273K 0.13%
11,554
+415
141
$266K 0.13%
3,828
142
$264K 0.13%
14,563
143
$262K 0.13%
10,855
144
$262K 0.13%
+4,774
145
$256K 0.13%
4,433
+1,623
146
$250K 0.12%
3,501
147
$249K 0.12%
7,237
+262
148
$248K 0.12%
6,903
+229
149
$248K 0.12%
8,869
150
$247K 0.12%
4,027
4 5
6
7 8