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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$1.51M
3
+$1.24M
4
AAL icon
American Airlines Group
AAL
+$1.09M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$964K

Top Sells

1
+$2.52M
2
+$1.36M
3
+$1.32M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.12%
2,858
+280
227
$282K 0.12%
4,714
+470
228
$281K 0.12%
1,858
+180
229
$280K 0.12%
4,644
+470
230
$280K 0.12%
5,683
+580
231
$278K 0.12%
5,449
+550
232
$276K 0.11%
+4,391
233
$276K 0.11%
6,730
+680
234
$275K 0.11%
6,845
+680
235
$275K 0.11%
4,632
+480
236
$273K 0.11%
14,407
+1,460
237
$268K 0.11%
4,644
+470
238
$264K 0.11%
14,068
+1,400
239
$264K 0.11%
17,047
+1,710
240
$262K 0.11%
14,022
-650
241
$262K 0.11%
+4,593
242
$258K 0.11%
10,000
243
$256K 0.11%
5,519
+550
244
$255K 0.11%
+6,472
245
$255K 0.11%
10,101
-380
246
$255K 0.11%
10,000
247
$254K 0.11%
7,478
+750
248
$252K 0.1%
2,850
+280
249
$250K 0.1%
4,195
+420
250
$249K 0.1%
20,431
+2,030
8 9
10
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