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
251
$323K 0.11%
10,821
-333
252
$322K 0.11%
8,119
-257
253
$322K 0.11%
6,527
-202
254
$321K 0.11%
3,101
-99
255
$320K 0.11%
22,271
-715
256
$319K 0.11%
4,752
-152
257
$318K 0.11%
+11,068
258
$317K 0.11%
4,689
-145
259
$314K 0.11%
13,730
-420
260
$312K 0.11%
+5,290
261
$308K 0.11%
9,173
-136
262
$307K 0.11%
12,342
-420
263
$306K 0.11%
5,418
-160
264
$306K 0.11%
3,443
265
$304K 0.11%
4,236
-131
266
$301K 0.11%
10,954
-332
267
$299K 0.11%
14,158
-450
268
$296K 0.11%
12,356
-13,091
269
$294K 0.1%
+19,313
270
$293K 0.1%
5,825
271
$287K 0.1%
46,523
272
$287K 0.1%
7,849
-234
273
$286K 0.1%
6,050
274
$283K 0.1%
2,285
275
$281K 0.1%
13,302
9 10
11
12 13