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
$318M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.2M
3
+$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1
+$2.15M
2
+$1.56M
3
+$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$540K 0.17%
4,766
-46
127
$539K 0.17%
7,192
+1,755
128
$534K 0.17%
+1,418
129
$532K 0.17%
2,742
-18
130
$531K 0.17%
3,224
-19
131
$524K 0.16%
+9,941
132
$523K 0.16%
6,007
-35
133
$520K 0.16%
12,363
-528
134
$508K 0.16%
8,656
-58
135
$503K 0.16%
5,306
136
$495K 0.16%
6,304
137
$491K 0.15%
2,614
138
$487K 0.15%
10,228
-61
139
$478K 0.15%
2,269
-13
140
$477K 0.15%
7,635
141
$466K 0.15%
1,757
-1,791
142
$466K 0.15%
2,285
-30
143
$462K 0.15%
1,339
-7
144
$460K 0.14%
4,531
-27
145
$457K 0.14%
4,867
-29
146
$457K 0.14%
+1,187
147
$450K 0.14%
6,157
-37
148
$448K 0.14%
12,603
-69
149
$438K 0.14%
8,739
150
$438K 0.14%
36,425
4 5
6
7 8