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
276
$123K 0.04%
15,708
277
$112K 0.04%
13,773
278
$104K 0.03%
15,313
279
$100K 0.03%
14,306
280
$87.7K 0.03%
28,206
281
$78.3K 0.03%
23,111
282
$66.2K 0.02%
10,865
283
$57.8K 0.02%
11,964
284
$51.1K 0.02%
33,829
285
$31.6K 0.01%
12,594
286
$20.9K 0.01%
568
287
$7.6K ﹤0.01%
1,012
288
– –
-15,016
289
– –
-2,761
290
– –
-2,104
291
– –
-21,876
8 9 10 11
12