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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$280K 0.1%
+13,900
277
$279K 0.1%
7,058
-216
278
$278K 0.1%
12,987
-408
279
$278K 0.1%
4,638
-80
280
$278K 0.1%
2,689
-2,861
281
$276K 0.1%
35,075
282
$274K 0.1%
14,282
-438
283
$273K 0.1%
2,065
-63
284
$273K 0.1%
6,400
-196
285
$270K 0.1%
29,555
-945
286
$270K 0.1%
+4,674
287
$270K 0.1%
20,245
-614
288
$266K 0.09%
11,068
-331
289
$266K 0.09%
+5,832
290
$266K 0.09%
6,979
-210
291
$266K 0.09%
3,643
-111
292
$265K 0.09%
5,525
293
$263K 0.09%
7,800
294
$262K 0.09%
2,400
295
$262K 0.09%
+15,926
296
$261K 0.09%
5,424
-168
297
$260K 0.09%
16,670
-505
298
$260K 0.09%
4,880
299
$260K 0.09%
14,935
-467
300
$258K 0.09%
10,888
-340
10 11
12
13 14