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
$310M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$472K
3
+$279K
4
CYTK icon
Cytokinetics
CYTK
+$263K
5
COF icon
Capital One
COF
+$258K

Top Sells

1
+$339K
2
+$274K
3
+$254K
4
MHO icon
M/I Homes
MHO
+$245K
5
MRNA icon
Moderna
MRNA
+$217K

Sector Composition

1 Technology 18.36%
2 Healthcare 8.18%
3 Industrials 7.64%
4 Consumer Discretionary 7.27%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$219K 0.07%
21,229
252
$218K 0.07%
5,575
253
$217K 0.07%
+6,505
254
$214K 0.07%
2,856
255
$214K 0.07%
+5,975
256
$211K 0.07%
+5,107
257
$210K 0.07%
+4,319
258
$210K 0.07%
12,168
259
$208K 0.07%
+7,205
260
$206K 0.07%
+5,763
261
$206K 0.07%
10,851
262
$204K 0.07%
+3,431
263
$202K 0.07%
1,484
264
$202K 0.07%
+2,161
265
$202K 0.06%
+2,403
266
$200K 0.06%
18,270
267
$199K 0.06%
18,175
268
$186K 0.06%
14,122
269
$185K 0.06%
11,712
270
$183K 0.06%
10,888
271
$176K 0.06%
23,975
272
$173K 0.06%
14,355
273
$158K 0.05%
16,137
274
$158K 0.05%
41,179
275
$149K 0.05%
25,290
8 9 10
11
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