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
201
$352K 0.07%
8,187
-40
202
$344K 0.07%
1,836
-31
203
$338K 0.06%
1,566
-1,712
204
$330K 0.06%
112,707
+56,556
205
$326K 0.06%
8,529
-36
206
$319K 0.06%
33,622
+16,873
207
$317K 0.06%
50,635
+25,411
208
$317K 0.06%
38,304
+19,223
209
$315K 0.06%
+9,991
210
$308K 0.06%
12,006
-54
211
$301K 0.06%
25,522
+12,808
212
$297K 0.06%
29,513
-495
213
$296K 0.06%
26,378
-461
214
$294K 0.06%
7,581
+176
215
$291K 0.06%
3,364
-56
216
$282K 0.05%
7,782
-130
217
$282K 0.05%
61,117
+30,671
218
$275K 0.05%
+6,518
219
$272K 0.05%
1,191
-20
220
$271K 0.05%
2,665
+62
221
$263K 0.05%
1,692
-28
222
$262K 0.05%
22,740
+11,412
223
$250K 0.05%
7,393
-29
224
$247K 0.05%
+4,537
225
$246K 0.05%
3,421
+3
7 8
9
10 11