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
$199M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.28M
3
+$1.25M
4
KMI icon
Kinder Morgan
KMI
+$1.21M
5
NBL
Noble Energy, Inc.
NBL
+$874K

Top Sells

1
+$12.5M
2
+$1.61M
3
+$1.38M
4
AN icon
AutoNation
AN
+$1.15M
5
HES
Hess
HES
+$1.14M

Sector Composition

1 Financials 16.54%
2 Technology 11.64%
3 Healthcare 11.28%
4 Energy 10.81%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5,867
227
– –
-7,071
228
– –
-6,675
229
– –
-8,966
230
– –
-17,975
6 7 8 9
10