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
$262M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.59M
3
+$1.25M
4
TGT icon
Target
TGT
+$1.1M
5
ABT icon
Abbott
ABT
+$1.08M

Top Sells

1
+$1.64M
2
+$1.47M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.15M
5
AAL icon
American Airlines Group
AAL
+$912K

Sector Composition

1 Financials 12.04%
2 Technology 11.55%
3 Healthcare 10.9%
4 Industrials 7.32%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$143K 0.05%
23,177
+880
327
$130K 0.05%
1,605
+61
328
$119K 0.05%
17,175
+670
329
$113K 0.04%
11,485
+430
330
$113K 0.04%
702
+25
331
$110K 0.04%
11,297
+420
332
$109K 0.04%
+16,075
333
$102K 0.04%
1,678
+64
334
$85K 0.03%
426
+16
335
– –
-32,211
336
– –
-2,882
337
– –
-7,655
338
– –
-9,366
339
– –
-5,729
340
– –
-23,238
341
– –
-9,470
342
– –
-15,898
343
– –
-6,663
344
– –
-23,645
345
– –
-37,113
346
– –
-12,037
347
– –
-6,747
348
– –
-7,561
349
– –
-6,735
350
– –
-5,615
11 12 13
14
15