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
201
$414K 0.14%
11,967
202
$411K 0.14%
41,458
+25,628
203
$410K 0.14%
760
-760
204
$408K 0.14%
4,267
205
$408K 0.14%
14,024
206
$407K 0.14%
+1,266
207
$407K 0.14%
5,511
208
$403K 0.14%
+2,981
209
$403K 0.14%
9,914
210
$401K 0.14%
+8,462
211
$400K 0.14%
+20,490
212
$398K 0.14%
4,475
-788
213
$395K 0.14%
36,805
214
$394K 0.14%
+4,036
215
$391K 0.13%
14,507
216
$391K 0.13%
+12,508
217
$390K 0.13%
13,349
+6,087
218
$389K 0.13%
4,788
-5,090
219
$388K 0.13%
+11,603
220
$386K 0.13%
13,156
221
$384K 0.13%
+20,187
222
$384K 0.13%
3,228
+1,150
223
$384K 0.13%
11,139
224
$381K 0.13%
1,103
-32
225
$379K 0.13%
+760
7 8
9
10 11