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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.19M
3
+$1.48M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
NFLX icon
Netflix
NFLX
+$1.24M

Top Sells

1
+$7.72M
2
+$2.22M
3
+$1.58M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.12M

Sector Composition

1 Technology 17.25%
2 Consumer Discretionary 9.57%
3 Financials 8.04%
4 Healthcare 7.77%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.08%
6,498
-752
202
$245K 0.08%
5,277
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203
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204
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205
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206
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207
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208
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4,505
209
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210
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212
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20,191
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213
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214
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215
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13,862
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218
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219
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220
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221
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222
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4,171
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223
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4,910
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224
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9,589
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225
$215K 0.07%
3,313
-385
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10 11