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
$324M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$932K
3
+$894K
4
ADBE icon
Adobe
ADBE
+$599K
5
STRL icon
Sterling Infrastructure
STRL
+$278K

Top Sells

1
+$6.17M
2
+$1.01M
3
+$868K
4
GM icon
General Motors
GM
+$722K
5
UAL icon
United Airlines
UAL
+$478K

Sector Composition

1 Technology 21.79%
2 Healthcare 7.57%
3 Communication Services 6.9%
4 Industrials 6.54%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.01%
11,549
-2,757
252
$36.3K 0.01%
10,751
-114
253
$34.2K 0.01%
27,331
-6,498
254
$21.9K 0.01%
10,176
-2,418
255
$17.9K 0.01%
13,031
-3,106
256
– –
-2,283
257
– –
-1,613
258
– –
-1,132
259
– –
-6,205
260
– –
-10,888
261
– –
-3,156
262
– –
-5,520
263
– –
-11,992
264
– –
-3,879
265
– –
-6,498
266
– –
-6,137
267
– –
-6,105
268
– –
-2,871
269
– –
-1,012
270
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-2,603
271
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-10,851
272
– –
-2,730
273
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-5,975
274
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-2,405
275
– –
-5,575
8 9 10
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