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
$342M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$350K
3
+$236K
4
JBTM
JBT Marel
JBTM
+$233K
5
EXE
Expand Energy Corp
EXE
+$231K

Top Sells

1
+$253K
2
+$246K
3
+$232K
4
NVDA icon
NVIDIA
NVDA
+$218K
5
CMC icon
Commercial Metals
CMC
+$214K

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 7.57%
3 Communication Services 6.9%
4 Industrials 6.44%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.11%
6,399
-103
152
$381K 0.11%
3,972
-170
153
$376K 0.11%
2,570
-40
154
$376K 0.11%
5,074
-25
155
$374K 0.11%
15,217
+69
156
$373K 0.11%
1,123
157
$369K 0.11%
1,670
158
$369K 0.11%
4,568
+22
159
$365K 0.11%
46,401
160
$360K 0.11%
8,573
-52
161
$357K 0.1%
8,231
+31
162
$352K 0.1%
3,043
163
$351K 0.1%
3,262
-23
164
$350K 0.1%
+4,374
165
$346K 0.1%
4,657
+21
166
$345K 0.1%
1,911
167
$344K 0.1%
3,725
-106
168
$343K 0.1%
1,926
+7
169
$342K 0.1%
6,771
-8
170
$341K 0.1%
4,703
+21
171
$340K 0.1%
12,073
+54
172
$339K 0.1%
8,072
173
$339K 0.1%
1,721
174
$336K 0.1%
8,966
+41
175
$336K 0.1%
5,895
+26
5 6
7
8 9