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
$324M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$932K
3
+$894K
4
ADBE icon
Adobe
ADBE
+$599K
5
STRL icon
Sterling Infrastructure
STRL
+$278K

Top Sells

1
+$6.17M
2
+$1.01M
3
+$868K
4
GM icon
General Motors
GM
+$722K
5
UAL icon
United Airlines
UAL
+$478K

Sector Composition

1 Technology 21.79%
2 Healthcare 7.57%
3 Communication Services 6.9%
4 Industrials 6.54%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$203K 0.06%
+1,707
227
$196K 0.06%
+25,825
228
$191K 0.06%
64,376
+52,412
229
$186K 0.06%
19,296
-4,679
230
$179K 0.06%
13,017
-3,097
231
$175K 0.05%
57,454
-13,766
232
$159K 0.05%
11,512
-2,738
233
$158K 0.05%
15,963
-3,799
234
$158K 0.05%
11,409
-2,713
235
$153K 0.05%
21,987
-5,226
236
$144K 0.04%
+19,539
237
$134K 0.04%
+27,508
238
$134K 0.04%
17,311
-4,142
239
$127K 0.04%
14,757
-3,513
240
$125K 0.04%
11,598
-2,757
241
$111K 0.03%
33,142
-7,879
242
$109K 0.03%
20,434
-4,856
243
$103K 0.03%
17,147
-4,082
244
$101K 0.03%
14,685
-3,490
245
$88.8K 0.03%
33,276
-7,903
246
$88.6K 0.03%
15,874
-3,773
247
$76.7K 0.02%
20,955
-4,982
248
$62K 0.02%
12,622
-3,086
249
$51.1K 0.02%
18,668
-4,443
250
$45K 0.01%
23,412
-4,794
8 9
10
11 12