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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$365K 0.13%
+3,408
227
$363K 0.13%
4,332
-4,599
228
$358K 0.13%
+9,458
229
$357K 0.13%
+2,858
230
$354K 0.13%
4,687
-147
231
$352K 0.13%
8,001
-134
232
$352K 0.13%
23,580
-370
233
$344K 0.12%
12,026
-386
234
$342K 0.12%
+21,262
235
$339K 0.12%
4,682
-140
236
$335K 0.12%
4,745
-144
237
$335K 0.12%
26,031
-9,299
238
$334K 0.12%
+4,489
239
$333K 0.12%
5,706
240
$333K 0.12%
4,850
241
$331K 0.12%
5,949
-93
242
$331K 0.12%
4,779
-4,152
243
$330K 0.12%
2,231
-70
244
$330K 0.12%
6,954
-7,396
245
$330K 0.12%
2,605
-80
246
$329K 0.12%
13,382
-414
247
$328K 0.12%
4,225
-130
248
$327K 0.12%
4,859
-150
249
$325K 0.12%
3,626
250
$324K 0.12%
10,410
8 9
10
11 12