CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.4M
3
+$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$5.35M
5
AMZN icon
Amazon
AMZN
+$5.25M

Top Sells

1
+$77.1M
2
+$17.3M
3
+$11.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M

Sector Composition

1 Technology 26.41%
2 Communication Services 8.77%
3 Financials 8.43%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$808K 0.15%
2,133
+1,065
127
$803K 0.15%
5,764
+2,877
128
$796K 0.15%
116,569
-805
129
$786K 0.15%
7,834
+3,927
130
$785K 0.15%
5,128
+2,560
131
$773K 0.15%
11,760
+5,868
132
$771K 0.15%
10,123
+5,053
133
$768K 0.15%
2,428
+1,212
134
$757K 0.14%
15,827
+7,943
135
$751K 0.14%
3,841
+1,916
136
$749K 0.14%
12,751
+6,399
137
$739K 0.14%
5,966
+2,994
138
$739K 0.14%
9,112
+4,548
139
$734K 0.14%
6,508
+3,249
140
$733K 0.14%
2,350
-11
141
$732K 0.14%
24,146
+12,048
142
$712K 0.14%
2,202
+1,105
143
$706K 0.13%
8,811
-40
144
$700K 0.13%
7,473
-31
145
$698K 0.13%
13,508
+6,743
146
$663K 0.13%
6,599
+3,712
147
$655K 0.12%
17,885
+8,926
148
$646K 0.12%
30,455
+15,200
149
$644K 0.12%
8,576
+4,304
150
$643K 0.12%
9,383
+4,682
4 5
6
7 8