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
176
$336K 0.1%
1,436
-19
177
$333K 0.1%
1,890
-20
178
$330K 0.1%
8,075
+1,889
179
$328K 0.1%
461
+2
180
$328K 0.1%
3,502
181
$327K 0.1%
3,534
182
$323K 0.09%
4,436
183
$322K 0.09%
34,233
+18,270
184
$310K 0.09%
30,726
185
$309K 0.09%
10,633
186
$308K 0.09%
4,416
187
$306K 0.09%
15,264
-70
188
$301K 0.09%
1,240
189
$294K 0.09%
7,581
190
$294K 0.09%
7,142
191
$292K 0.09%
1,761
192
$288K 0.08%
2,895
193
$285K 0.08%
7,426
-80
194
$280K 0.08%
1,152
195
$277K 0.08%
15,082
196
$275K 0.08%
6,518
197
$274K 0.08%
8,100
198
$274K 0.08%
3,087
+14
199
$273K 0.08%
4,577
-135
200
$271K 0.08%
2,665
6 7
8
9 10