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
201
$300K 0.09%
4,497
202
$299K 0.09%
3,154
203
$295K 0.09%
334
204
$294K 0.09%
774
205
$294K 0.09%
1,555
206
$293K 0.09%
4,160
207
$290K 0.09%
2,825
208
$286K 0.09%
4,646
209
$282K 0.09%
18,753
210
$282K 0.09%
2,537
211
$281K 0.09%
4,863
212
$280K 0.09%
1,939
213
$279K 0.09%
5,088
-2,038
214
$277K 0.09%
3,267
-150
215
$276K 0.09%
+3,268
216
$276K 0.09%
4,182
217
$273K 0.09%
4,919
-30
218
$272K 0.09%
1,383
219
$272K 0.09%
18,007
220
$271K 0.09%
4,434
221
$271K 0.09%
17,384
222
$269K 0.08%
3,394
223
$268K 0.08%
2,320
224
$268K 0.08%
3,698
225
$262K 0.08%
17,261
7 8
9
10 11