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
$342M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$350K
3
+$236K
4
JBTM
JBT Marel
JBTM
+$233K
5
EXE
Expand Energy Corp
EXE
+$231K

Top Sells

1
+$253K
2
+$246K
3
+$232K
4
NVDA icon
NVIDIA
NVDA
+$218K
5
CMC icon
Commercial Metals
CMC
+$214K

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 7.57%
3 Communication Services 6.9%
4 Industrials 6.44%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.13%
16,942
-214
127
$446K 0.13%
3,438
128
$445K 0.13%
6,324
+28
129
$443K 0.13%
943
+4
130
$442K 0.13%
2,890
+13
131
$442K 0.13%
4,180
+19
132
$441K 0.13%
11,856
133
$437K 0.13%
9,142
134
$435K 0.13%
5,595
-81
135
$429K 0.13%
3,231
136
$428K 0.13%
4,204
+12
137
$427K 0.13%
14,723
-16
138
$418K 0.12%
6,047
+29
139
$415K 0.12%
1,217
+6
140
$414K 0.12%
2,037
141
$412K 0.12%
4,909
142
$409K 0.12%
16,003
-30
143
$405K 0.12%
8,204
144
$401K 0.12%
4,874
-34
145
$396K 0.12%
2,352
146
$395K 0.12%
6,503
147
$394K 0.12%
1,069
+5
148
$392K 0.11%
4,221
149
$389K 0.11%
36,757
-38
150
$386K 0.11%
5,064
+22
4 5
6
7 8