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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$469K 0.16%
20,000
177
$465K 0.16%
4,429
178
$464K 0.16%
1,572
-40
179
$463K 0.16%
9,486
-10,024
180
$461K 0.16%
9,877
181
$459K 0.16%
6,665
-204
182
$458K 0.16%
8,525
183
$457K 0.16%
9,873
-297
184
$457K 0.16%
9,136
+4,500
185
$456K 0.16%
8,994
186
$456K 0.16%
10,348
-286
187
$450K 0.16%
17,535
188
$444K 0.15%
2,384
-71
189
$441K 0.15%
19,540
190
$438K 0.15%
24,589
191
$437K 0.15%
5,134
192
$434K 0.15%
46,887
193
$426K 0.15%
5,358
-151
194
$424K 0.15%
9,935
+4,763
195
$422K 0.15%
1,667
+20
196
$421K 0.15%
1,451
-37
197
$421K 0.15%
12,279
+2,916
198
$420K 0.14%
+2,000
199
$418K 0.14%
30,275
+15,281
200
$415K 0.14%
8,810
-78
6 7
8
9 10