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
151
$436K 0.14%
10,177
+5,351
152
$431K 0.14%
5,183
153
$430K 0.14%
9,259
-56
154
$423K 0.13%
13,662
155
$419K 0.13%
6,729
-425
156
$416K 0.13%
1,117
-7
157
$415K 0.13%
5,572
158
$412K 0.13%
19,048
-110
159
$399K 0.13%
6,705
-40
160
$394K 0.12%
9,897
161
$389K 0.12%
2,335
162
$388K 0.12%
+6,632
163
$388K 0.12%
10,431
164
$384K 0.12%
28,861
165
$382K 0.12%
8,252
166
$380K 0.12%
7,387
-45
167
$372K 0.12%
15,817
168
$369K 0.12%
20,915
-10,457
169
$365K 0.11%
+2,746
170
$362K 0.11%
6,026
-36
171
$362K 0.11%
5,321
-36
172
$359K 0.11%
5,448
-346
173
$357K 0.11%
10,987
174
$356K 0.11%
4,061
175
$356K 0.11%
15,422
5 6
7
8 9