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
251
$249K 0.1%
20,431
+2,030
252
$242K 0.1%
30,848
+3,100
253
$241K 0.1%
+6,045
254
$238K 0.1%
4,663
-3,727
255
$237K 0.1%
6,346
+640
256
$237K 0.1%
+7,269
257
$236K 0.1%
+5,040
258
$236K 0.1%
19,918
+1,940
259
$236K 0.1%
+7,655
260
$231K 0.1%
5,358
+550
261
$229K 0.09%
+9,366
262
$227K 0.09%
+6,590
263
$223K 0.09%
+6,626
264
$219K 0.09%
+4,069
265
$219K 0.09%
9,774
+990
266
$218K 0.09%
18,333
+1,840
267
$218K 0.09%
+6,221
268
$215K 0.09%
+5,989
269
$214K 0.09%
+5,369
270
$214K 0.09%
8,989
-380
271
$213K 0.09%
5,615
+560
272
$211K 0.09%
+84,960
273
$208K 0.09%
4,699
+480
274
$206K 0.09%
+10,959
275
$205K 0.08%
+3,694
9 10
11
12 13