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
176
$355K 0.11%
4,520
177
$343K 0.11%
2,440
178
$342K 0.11%
+2,469
179
$342K 0.11%
5,405
180
$341K 0.11%
1,965
-1,995
181
$339K 0.11%
4,722
182
$339K 0.11%
7,250
183
$336K 0.11%
425
-441
184
$335K 0.11%
3,132
185
$334K 0.11%
5,630
186
$328K 0.1%
2,028
-130
187
$328K 0.1%
10,187
188
$328K 0.1%
2,342
189
$327K 0.1%
10,312
190
$326K 0.1%
+9,909
191
$325K 0.1%
2,874
192
$322K 0.1%
4,269
193
$320K 0.1%
22,537
+10,936
194
$318K 0.1%
5,896
195
$317K 0.1%
3,815
196
$309K 0.1%
3,608
+205
197
$308K 0.1%
13,109
198
$304K 0.1%
5,891
199
$303K 0.1%
2,564
200
$303K 0.1%
15,001
-89
6 7
8
9 10