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
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$1.35M
3
+$1.18M
4
SBUX icon
Starbucks
SBUX
+$1.15M
5
NOC icon
Northrop Grumman
NOC
+$1.07M

Top Sells

1
+$1.36M
2
+$1.21M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$300K 0.11%
+168
252
$297K 0.11%
+4,776
253
$296K 0.11%
13,730
254
$291K 0.11%
+7,009
255
$290K 0.11%
7,058
256
$290K 0.11%
21,262
257
$290K 0.11%
5,237
258
$289K 0.11%
18,294
-12,798
259
$288K 0.1%
8,081
260
$288K 0.1%
4,752
261
$287K 0.1%
6,400
262
$284K 0.1%
4,674
263
$283K 0.1%
3,643
264
$283K 0.1%
10,954
265
$282K 0.1%
4,392
-246
266
$281K 0.1%
19,097
-6,934
267
$277K 0.1%
+38,724
268
$276K 0.1%
16,670
269
$276K 0.1%
20,245
270
$276K 0.1%
+14,646
271
$275K 0.1%
16,293
-16,288
272
$275K 0.1%
29,555
273
$275K 0.1%
2,605
274
$273K 0.1%
7,849
275
$271K 0.1%
9,458
9 10
11
12 13