CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.17M
3
+$1.11M
4
AN icon
AutoNation
AN
+$1.1M
5
FLS icon
Flowserve
FLS
+$1.06M

Top Sells

1
+$1.61M
2
+$1.1M
3
+$1.07M
4
JCI icon
Johnson Controls International
JCI
+$1.05M
5
CVX icon
Chevron
CVX
+$986K

Sector Composition

1 Financials 16.46%
2 Technology 10.88%
3 Energy 10.75%
4 Healthcare 10.38%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.92%
20,064
+1,250
27
$1.79M 0.91%
69,016
+4,320
28
$1.74M 0.89%
21,007
+1,510
29
$1.73M 0.88%
24,473
+880
30
$1.71M 0.87%
19,916
+1,460
31
$1.69M 0.86%
14,214
+1,200
32
$1.67M 0.85%
29,944
+2,000
33
$1.57M 0.8%
17,314
+1,180
34
$1.56M 0.8%
8,813
+500
35
$1.56M 0.79%
18,440
+1,500
36
$1.54M 0.79%
37,266
+2,540
37
$1.52M 0.78%
31,668
+2,199
38
$1.5M 0.77%
17,226
+1,160
39
$1.49M 0.76%
17,790
+1,300
40
$1.44M 0.73%
18,854
+1,470
41
$1.42M 0.72%
5,061
+250
42
$1.41M 0.72%
12,332
+800
43
$1.41M 0.72%
55,900
+3,560
44
$1.38M 0.7%
35,076
+2,460
45
$1.36M 0.69%
25,568
+1,760
46
$1.34M 0.68%
16,286
+1,090
47
$1.34M 0.68%
29,246
+1,584
48
$1.33M 0.68%
16,506
+1,220
49
$1.29M 0.66%
16,729
+1,153
50
$1.28M 0.65%
22,947
+1,700
1
2
3 4 5