CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.15M
3
+$1.11M
4
ABBV icon
AbbVie
ABBV
+$943K
5
ADBE icon
Adobe
ADBE
+$882K

Top Sells

1
+$2.42M
2
+$1.08M
3
+$1.01M
4
DOCU
DocuSign
DOCU
+$982K
5
APTV icon
Aptiv
APTV
+$968K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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340
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341
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342
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