CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$1.35M
3
+$1.18M
4
SBUX icon
Starbucks
SBUX
+$1.15M
5
NOC icon
Northrop Grumman
NOC
+$1.07M

Top Sells

1
+$1.36M
2
+$1.21M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 9.12%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-2,403
377
– –
-19,775
378
– –
-3,626
379
– –
-14,500
380
– –
-4,200
381
– –
-12,500
382
– –
-20,000
383
– –
-6,050
384
– –
-9,740
12 13 14 15
16