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
176
$321K 0.11%
47,450
+15,609
177
$319K 0.11%
9,346
-1,085
178
$313K 0.11%
3,637
-424
179
$313K 0.11%
2,613
-4,505
180
$308K 0.1%
6,941
+2,078
181
$306K 0.1%
2,805
-327
182
$304K 0.1%
15,569
-1,815
183
$294K 0.1%
5,369
-623
184
$294K 0.1%
+2,233
185
$290K 0.1%
3,240
-2,183
186
$288K 0.1%
10,906
-12
187
$281K 0.09%
4,231
-491
188
$271K 0.09%
1,481
+432
189
$261K 0.09%
4,921
-572
190
$261K 0.09%
3,746
-436
191
$260K 0.09%
1,979
-3
192
$259K 0.09%
2,187
-253
193
$257K 0.09%
979
194
$257K 0.09%
47,773
-5,560
195
$254K 0.09%
+6,149
196
$253K 0.09%
5,496
-614
197
$253K 0.09%
5,284
-612
198
$249K 0.08%
3,042
-352
199
$249K 0.08%
2,021
+365
200
$246K 0.08%
4,817
-6
6 7
8
9 10