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
51
$1.07M 0.44%
40,000
52
$1.06M 0.44%
40,000
53
$1.06M 0.44%
40,000
54
$1.03M 0.43%
40,000
55
$1.01M 0.42%
12,744
-590
56
$1.01M 0.42%
13,683
+140
57
$997K 0.41%
6,809
-299
58
$984K 0.41%
15,434
-690
59
$977K 0.4%
15,083
-1,590
60
$975K 0.4%
7,426
-10
61
$967K 0.4%
7,557
-340
62
$965K 0.4%
6,933
-290
63
$935K 0.39%
3,868
+1,717
64
$922K 0.38%
7,099
-290
65
$912K 0.38%
+32,211
66
$904K 0.37%
31,494
-1,140
67
$893K 0.37%
31,541
-1,500
68
$887K 0.37%
5,847
-250
69
$867K 0.36%
9,059
-360
70
$860K 0.36%
5,786
-270
71
$857K 0.36%
24,135
-1,066
72
$851K 0.35%
21,113
-970
73
$841K 0.35%
18,477
-850
74
$834K 0.35%
25,572
-1,160
75
$830K 0.34%
21,496
-960
1 2
3
4 5