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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$379K 0.13%
+3,504
152
$376K 0.13%
15,289
-16
153
$374K 0.13%
3,322
+1,002
154
$372K 0.13%
4,390
-510
155
$372K 0.13%
5,482
-637
156
$365K 0.12%
16,147
-1,885
157
$363K 0.12%
2,110
-2
158
$359K 0.12%
1,374
-6,570
159
$358K 0.12%
5,647
-657
160
$357K 0.12%
8,863
-1,034
161
$357K 0.12%
5,902
-7
162
$356K 0.12%
14,171
-1,646
163
$355K 0.12%
7,393
-859
164
$351K 0.12%
15,224
+5,315
165
$350K 0.12%
+2,764
166
$348K 0.12%
4,645
-538
167
$347K 0.12%
6,043
-6,066
168
$335K 0.11%
5,192
-4,196
169
$334K 0.11%
3,419
-396
170
$332K 0.11%
7,241
-8
171
$329K 0.11%
+584
172
$329K 0.11%
18,734
-2,181
173
$327K 0.11%
8,629
-10,128
174
$324K 0.11%
2,273
-264
175
$323K 0.11%
5,334
-5
5 6
7
8 9