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
301
$258K 0.09%
9,740
-307
302
$253K 0.09%
1,865
-63
303
$253K 0.09%
10,000
304
$251K 0.09%
10,000
305
$250K 0.09%
30,703
-919
306
$250K 0.09%
3,348
307
$249K 0.09%
7,565
-300
308
$248K 0.09%
3,806
-120
309
$248K 0.09%
8,081
-240
310
$246K 0.09%
8,807
-276
311
$246K 0.09%
2,225
312
$245K 0.09%
3,004
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313
$243K 0.09%
12,500
314
$242K 0.09%
10,000
315
$239K 0.08%
4,829
316
$238K 0.08%
9,634
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317
$236K 0.08%
6,643
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$234K 0.08%
6,157
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319
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16,486
-502
320
$233K 0.08%
3,715
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321
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1,763
322
$225K 0.08%
8,728
-118
323
$214K 0.08%
4,253
-134
324
$214K 0.08%
28,540
325
$213K 0.08%
4,603
-135
11 12
13
14 15