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
176
$501K 0.1%
17,640
+8,853
177
$492K 0.09%
4,549
+2,283
178
$481K 0.09%
1,957
-33
179
$479K 0.09%
3,104
-52
180
$475K 0.09%
3,919
+1,957
181
$464K 0.09%
3,303
-55
182
$453K 0.09%
4,439
+2,228
183
$452K 0.09%
8,688
+4,360
184
$452K 0.09%
+4,910
185
$449K 0.09%
2,880
-2,906
186
$445K 0.08%
4,850
-20
187
$444K 0.08%
3,590
+1,802
188
$422K 0.08%
4,185
-17
189
$422K 0.08%
22,370
+11,226
190
$419K 0.08%
36,577
-155
191
$418K 0.08%
1,910
-8
192
$409K 0.08%
4,029
-18
193
$392K 0.07%
20,707
+10,392
194
$379K 0.07%
4,158
-18
195
$375K 0.07%
+9,180
196
$374K 0.07%
22,572
+11,328
197
$372K 0.07%
42,375
+21,265
198
$364K 0.07%
5,352
-22
199
$362K 0.07%
4,055
-68
200
$355K 0.07%
33,938
+17,032
6 7
8
9 10