CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.01M
3
+$961K
4
FIS icon
Fidelity National Information Services
FIS
+$851K
5
MCD icon
McDonald's
MCD
+$845K

Top Sells

1
+$1.26M
2
+$1.02M
3
+$1.02M
4
INTC icon
Intel
INTC
+$957K
5
EA icon
Electronic Arts
EA
+$926K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$278K 0.09%
16,801
277
$278K 0.09%
2,641
-84
278
$275K 0.09%
20,177
279
$273K 0.09%
4,204
-114
280
$269K 0.09%
38,751
281
$263K 0.09%
+6,129
282
$255K 0.09%
6,250
283
$255K 0.09%
+3,271
284
$254K 0.09%
4,635
285
$252K 0.09%
6,692
286
$251K 0.09%
10,000
287
$251K 0.09%
+11,554
288
$249K 0.08%
6,379
289
$248K 0.08%
10,000
290
$243K 0.08%
3,640
291
$235K 0.08%
13,600
292
$233K 0.08%
10,000
293
$232K 0.08%
4,613
294
$232K 0.08%
2,433
295
$228K 0.08%
1,508
-1,320
296
$226K 0.08%
+49,983
297
$222K 0.08%
5,172
298
$220K 0.07%
3,678
299
$219K 0.07%
2,479
300
$217K 0.07%
3,750
10 11
12
13 14