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
$268M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.26M
3
+$1.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$975K
5
TMUS icon
T-Mobile US
TMUS
+$834K

Top Sells

1
+$4.17M
2
+$1.55M
3
+$1.32M
4
DE icon
Deere & Co
DE
+$1.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$911K

Sector Composition

1 Financials 11.3%
2 Technology 10.39%
3 Healthcare 8.99%
4 Industrials 8.28%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$276K 0.1%
996
-105
252
$276K 0.1%
+12,003
253
$273K 0.1%
6,843
254
$271K 0.1%
7,219
255
$268K 0.1%
12,540
256
$268K 0.1%
7,566
257
$268K 0.1%
5,900
-5,916
258
$266K 0.1%
9,707
259
$264K 0.1%
5,545
-644
260
$262K 0.1%
4,131
261
$261K 0.1%
8,459
262
$260K 0.1%
1,017
-108
263
$260K 0.1%
10,756
264
$260K 0.1%
4,736
265
$259K 0.1%
14,570
266
$258K 0.1%
7,602
-7,607
267
$258K 0.1%
2,125
268
$257K 0.1%
+10,821
269
$257K 0.1%
5,937
-567
270
$256K 0.1%
6,335
271
$255K 0.1%
+3,000
272
$254K 0.09%
2,635
273
$251K 0.09%
+3,268
274
$251K 0.09%
2,634
-2,642
275
$250K 0.09%
+6,473
9 10
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