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
201
$255K 0.07%
8,998
202
$252K 0.07%
755
203
$249K 0.07%
4,432
204
$246K 0.07%
3,421
+16
205
$241K 0.07%
1,964
-49
206
$238K 0.07%
7,071
+33
207
$237K 0.07%
2,504
208
$236K 0.07%
+9,538
209
$236K 0.07%
2,094
210
$233K 0.07%
2,264
211
$233K 0.07%
+1,831
212
$232K 0.07%
2,968
213
$231K 0.07%
+2,320
214
$231K 0.07%
31,172
215
$229K 0.07%
+1,199
216
$229K 0.07%
8,412
+37
217
$223K 0.07%
489
218
$221K 0.06%
21,611
219
$214K 0.06%
10,561
220
$213K 0.06%
4,847
221
$213K 0.06%
2,042
222
$210K 0.06%
11,409
223
$210K 0.06%
4,044
224
$209K 0.06%
5,255
225
$207K 0.06%
+4,126
7 8
9
10 11