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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.63%
15,224
+7,575
27
$1.52M 0.63%
10,483
-440
28
$1.47M 0.61%
39,175
+17,113
29
$1.46M 0.61%
9,603
-420
30
$1.46M 0.6%
34,330
-1,610
31
$1.41M 0.59%
14,329
-230
32
$1.41M 0.58%
20,434
-870
33
$1.37M 0.57%
10,728
-440
34
$1.34M 0.56%
22,862
+10,087
35
$1.27M 0.53%
12,037
-490
36
$1.27M 0.53%
23,108
-944
37
$1.27M 0.53%
38,842
-44,259
38
$1.26M 0.52%
13,137
-550
39
$1.25M 0.52%
34,306
+7,959
40
$1.25M 0.52%
14,953
-630
41
$1.23M 0.51%
13,978
-610
42
$1.19M 0.49%
19,203
+8,175
43
$1.16M 0.48%
10,442
-451
44
$1.15M 0.48%
9,470
-920
45
$1.14M 0.47%
20,323
-800
46
$1.1M 0.46%
10,820
-470
47
$1.1M 0.45%
4,744
-210
48
$1.08M 0.45%
40,000
49
$1.08M 0.45%
40,000
50
$1.07M 0.45%
40,000
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