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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$203K 0.08%
4,227
+420
277
$203K 0.08%
+3,160
278
$202K 0.08%
+5,893
279
$189K 0.08%
10,100
280
$178K 0.07%
12,434
+1,250
281
$173K 0.07%
+10,476
282
$171K 0.07%
17,270
+1,720
283
$149K 0.06%
13,045
+1,310
284
$141K 0.06%
22,297
+2,230
285
$113K 0.05%
+11,055
286
$106K 0.04%
1,614
+164
287
$104K 0.04%
16,505
+1,690
288
$104K 0.04%
1,544
+156
289
$82K 0.03%
+677
290
$79K 0.03%
+10,877
291
$76K 0.03%
+410
292
$64K 0.03%
11,298
293
– –
-20,220
294
– –
-9,754
295
– –
-5,148
296
– –
-8,553
297
– –
-25,304
298
– –
-22,753
299
– –
-7,212
300
– –
-3,538
9 10 11
12
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