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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$216K 0.1%
15,747
227
$214K 0.1%
+4,465
228
$213K 0.1%
13,373
229
$208K 0.1%
8,738
230
$207K 0.09%
2,580
231
$206K 0.09%
+2,685
232
$205K 0.09%
4,291
233
$205K 0.09%
2,536
-2,540
234
$205K 0.09%
5,420
235
$203K 0.09%
+6,252
236
$202K 0.09%
+6,345
237
$202K 0.09%
+636
238
$201K 0.09%
3,307
239
$200K 0.09%
+3,578
240
$196K 0.09%
17,018
241
$189K 0.09%
16,205
242
$165K 0.08%
10,100
243
$141K 0.06%
10,380
244
$140K 0.06%
17,321
245
$134K 0.06%
15,649
246
$83K 0.04%
1,211
247
$79K 0.04%
11,298
248
$56K 0.03%
12,700
249
$1K ﹤0.01%
10,124
250
– –
-8,928
8 9
10
11 12