CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.4M
3
+$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$5.35M
5
AMZN icon
Amazon
AMZN
+$5.25M

Top Sells

1
+$77.1M
2
+$17.3M
3
+$11.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M

Sector Composition

1 Technology 26.41%
2 Communication Services 8.77%
3 Financials 8.43%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$639K 0.12%
3,771
+1,882
152
$638K 0.12%
3,375
+1,694
153
$633K 0.12%
9,243
-34
154
$631K 0.12%
8,658
+4,345
155
$622K 0.12%
2,281
-9
156
$618K 0.12%
6,929
+3,477
157
$617K 0.12%
20,849
+10,463
158
$614K 0.12%
9,289
+4,636
159
$604K 0.12%
8,698
+4,365
160
$598K 0.11%
14,004
+7,028
161
$594K 0.11%
6,363
-27
162
$589K 0.11%
29,573
+14,841
163
$589K 0.11%
2,866
+1,431
164
$581K 0.11%
9,136
+4,562
165
$581K 0.11%
15,833
+7,946
166
$578K 0.11%
5,676
+2,849
167
$569K 0.11%
920
+459
168
$558K 0.11%
+2,557
169
$553K 0.11%
90,971
+45,654
170
$552K 0.11%
15,141
-67
171
$544K 0.1%
2,259
+1,134
172
$527K 0.1%
12,180
-52
173
$522K 0.1%
4,413
-20
174
$521K 0.1%
2,259
-38
175
$511K 0.1%
67,113
+33,681
5 6
7
8 9