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
$324M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$932K
3
+$894K
4
ADBE icon
Adobe
ADBE
+$599K
5
STRL icon
Sterling Infrastructure
STRL
+$278K

Top Sells

1
+$6.17M
2
+$1.01M
3
+$868K
4
GM icon
General Motors
GM
+$722K
5
UAL icon
United Airlines
UAL
+$478K

Sector Composition

1 Technology 21.79%
2 Healthcare 7.57%
3 Communication Services 6.9%
4 Industrials 6.54%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.56%
3,263
-24
27
$1.76M 0.54%
8,269
-61
28
$1.76M 0.54%
11,556
-69
29
$1.72M 0.53%
6,755
-47
30
$1.62M 0.5%
10,014
-80
31
$1.57M 0.49%
7,904
-84
32
$1.54M 0.47%
5,985
-37
33
$1.48M 0.46%
+9,037
34
$1.43M 0.44%
2,806
-33
35
$1.38M 0.43%
17,759
-114
36
$1.35M 0.42%
9,151
-57
37
$1.34M 0.41%
8,114
-62
38
$1.33M 0.41%
5,874
-43
39
$1.31M 0.41%
3,946
-32
40
$1.31M 0.4%
9,917
-58
41
$1.28M 0.4%
8,252
-71
42
$1.21M 0.37%
1,543
-9
43
$1.2M 0.37%
2,729
-34
44
$1.19M 0.37%
11,836
-88
45
$1.18M 0.36%
6,060
-39
46
$1.17M 0.36%
8,319
-65
47
$1.17M 0.36%
8,031
-47
48
$1.15M 0.36%
17,036
-97
49
$1.11M 0.34%
4,243
-53
50
$1.1M 0.34%
10,350
-110
1
2
3 4 5