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
$268M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.26M
3
+$1.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$975K
5
TMUS icon
T-Mobile US
TMUS
+$834K

Top Sells

1
+$4.17M
2
+$1.55M
3
+$1.32M
4
DE icon
Deere & Co
DE
+$1.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$911K

Sector Composition

1 Financials 11.3%
2 Technology 10.39%
3 Healthcare 8.99%
4 Industrials 8.28%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$203K 0.08%
1,819
-1,814
302
$201K 0.08%
6,070
303
$201K 0.08%
3,823
304
$192K 0.07%
+726
305
$163K 0.06%
17,035
306
$159K 0.06%
+12,688
307
$113K 0.04%
13,202
308
$109K 0.04%
48,136
309
$108K 0.04%
16,321
310
$98K 0.04%
30,404
311
$83K 0.03%
27,538
312
$80K 0.03%
11,548
313
$71K 0.03%
1,868
314
$57K 0.02%
1,173
315
$51K 0.02%
149
316
– –
-3,003
317
– –
-2,992
318
– –
-826
319
– –
-1,296
320
– –
-1,725
321
– –
-16,518
322
– –
-3,117
323
– –
-10,789
324
– –
-6,318
325
– –
-11,652
11 12
13
14 15