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
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.01M
3
+$961K
4
FIS icon
Fidelity National Information Services
FIS
+$851K
5
MCD icon
McDonald's
MCD
+$845K

Top Sells

1
+$1.26M
2
+$1.02M
3
+$1.02M
4
INTC icon
Intel
INTC
+$957K
5
EA icon
Electronic Arts
EA
+$926K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$366K 0.12%
42,709
+26,973
227
$360K 0.12%
6,468
228
$359K 0.12%
6,328
229
$358K 0.12%
55,400
-1,350
230
$356K 0.12%
9,364
231
$353K 0.12%
4,267
232
$352K 0.12%
+2,146
233
$351K 0.12%
6,455
-162
234
$346K 0.12%
5,557
-138
235
$345K 0.12%
24,419
236
$343K 0.12%
4,201
237
$342K 0.12%
11,707
238
$342K 0.12%
3,945
239
$339K 0.12%
11,139
240
$337K 0.11%
27,320
-13,456
241
$333K 0.11%
8,615
242
$331K 0.11%
3,008
-70
243
$331K 0.11%
+1,647
244
$330K 0.11%
4,612
245
$327K 0.11%
4,193
246
$326K 0.11%
13,265
247
$326K 0.11%
4,696
248
$322K 0.11%
8,162
249
$321K 0.11%
7,993
250
$319K 0.11%
6,935
8 9
10
11 12