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
$262M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.59M
3
+$1.25M
4
TGT icon
Target
TGT
+$1.1M
5
ABT icon
Abbott
ABT
+$1.08M

Top Sells

1
+$1.64M
2
+$1.47M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.15M
5
AAL icon
American Airlines Group
AAL
+$912K

Sector Composition

1 Financials 12.04%
2 Technology 11.55%
3 Healthcare 10.9%
4 Industrials 7.32%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.56%
34,394
-2,630
27
$1.45M 0.55%
13,905
-1,319
28
$1.39M 0.53%
13,540
-1,120
29
$1.39M 0.53%
13,289
-1,040
30
$1.37M 0.52%
9,460
-1,023
31
$1.32M 0.51%
12,207
-930
32
$1.32M 0.5%
12,958
-1,020
33
$1.3M 0.5%
31,856
-2,450
34
$1.28M 0.49%
9,978
-750
35
$1.28M 0.49%
21,536
-1,572
36
$1.26M 0.48%
72,960
+24,150
37
$1.25M 0.48%
+8,231
38
$1.2M 0.46%
18,974
-1,460
39
$1.13M 0.43%
17,953
-1,250
40
$1.13M 0.43%
3,608
-260
41
$1.1M 0.42%
+16,038
42
$1.1M 0.42%
13,893
-1,060
43
$1.09M 0.42%
40,000
44
$1.08M 0.41%
+25,644
45
$1.08M 0.41%
40,000
46
$1.08M 0.41%
40,000
47
$1.08M 0.41%
9,687
-755
48
$1.04M 0.4%
40,000
49
$1.03M 0.39%
33,692
-5,150
50
$1.03M 0.39%
40,000
1
2
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