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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$525K 0.18%
17,472
+4,814
152
$524K 0.18%
35,531
-959
153
$517K 0.18%
1,292
154
$512K 0.18%
36,602
155
$510K 0.18%
11,310
-342
156
$510K 0.18%
10,113
-331
157
$505K 0.17%
13,050
158
$505K 0.17%
7,975
159
$503K 0.17%
22,790
-14,571
160
$502K 0.17%
7,647
-213
161
$500K 0.17%
20,000
162
$498K 0.17%
10,334
163
$498K 0.17%
4,718
164
$496K 0.17%
31,176
165
$490K 0.17%
6,434
-185
166
$489K 0.17%
20,000
167
$487K 0.17%
4,391
+1,500
168
$485K 0.17%
+2,268
169
$481K 0.17%
6,088
-184
170
$480K 0.17%
7,847
+3,245
171
$479K 0.17%
6,290
172
$477K 0.16%
39,901
173
$475K 0.16%
8,644
174
$471K 0.16%
36,291
+19,411
175
$469K 0.16%
26,569
-789
5 6
7
8 9