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
326
$213K 0.08%
+7,472
327
$211K 0.07%
7,914
-245
328
$211K 0.07%
85,550
-2,710
329
$209K 0.07%
+4,200
330
$206K 0.07%
+2,191
331
$204K 0.07%
3,222
-112
332
$202K 0.07%
+10,406
333
$202K 0.07%
+2,403
334
$197K 0.07%
16,587
-519
335
$187K 0.07%
26,041
336
$174K 0.06%
10,100
337
$165K 0.06%
14,500
338
$160K 0.06%
3,731
-119
339
$150K 0.05%
+19,631
340
$140K 0.05%
10,944
-353
341
$108K 0.04%
1,557
-48
342
$75K 0.03%
413
-13
343
– –
-1,678
344
– –
-19,053
345
– –
-2,350
346
– –
-8,630
347
– –
-5,426
348
– –
-5,138
349
– –
-5,250
350
– –
-16,723
12 13
14
15 16