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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$317K 0.13%
4,472
-3,506
152
$315K 0.12%
9,041
-7,070
153
$314K 0.12%
19,963
-15,597
154
$307K 0.12%
4,468
-684
155
$304K 0.12%
5,546
+1
156
$298K 0.12%
15,169
-11,967
157
$296K 0.12%
2,637
-2,069
158
$296K 0.12%
8,869
-4,254
159
$294K 0.12%
+6,428
160
$291K 0.12%
3,828
-1,203
161
$290K 0.11%
8,588
-6,717
162
$290K 0.11%
4,881
-879
163
$286K 0.11%
7,545
-5,917
164
$284K 0.11%
3,794
-2,961
165
$283K 0.11%
9,690
166
$276K 0.11%
3,400
-904
167
$273K 0.11%
2,374
+155
168
$272K 0.11%
1,399
-1,097
169
$271K 0.11%
2,891
-2,260
170
$270K 0.11%
12,237
+234
171
$268K 0.11%
6,651
-5,219
172
$263K 0.1%
7,150
-5,588
173
$261K 0.1%
6,464
-5,053
174
$256K 0.1%
2,820
-2,206
175
$255K 0.1%
2,810
+176
5 6
7
8 9