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

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
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%
+8,733
227
$283K 0.12%
2,858
+280
228
$282K 0.12%
4,714
+470
229
$281K 0.12%
1,858
+180
230
$280K 0.12%
4,644
+470
231
$280K 0.12%
5,683
+580
232
$278K 0.12%
5,449
+550
233
$276K 0.11%
+4,391
234
$276K 0.11%
6,730
+680
235
$275K 0.11%
4,632
+480
236
$275K 0.11%
6,845
+680
237
$273K 0.11%
14,407
+1,460
238
$268K 0.11%
4,644
+470
239
$264K 0.11%
14,068
+1,400
240
$264K 0.11%
17,047
+1,710
241
$262K 0.11%
+4,593
242
$262K 0.11%
14,022
-650
243
$258K 0.11%
10,000
244
$256K 0.11%
5,519
+550
245
$255K 0.11%
+6,472
246
$255K 0.11%
10,000
247
$255K 0.11%
10,101
-380
248
$254K 0.11%
7,478
+750
249
$252K 0.1%
2,850
+280
250
$250K 0.1%
4,195
+420
8 9
10
11 12