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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.38%
4,819
-79
52
$1.05M 0.37%
16,967
-272
53
$1.04M 0.37%
40,000
54
$1.03M 0.37%
7,031
-110
55
$1.02M 0.36%
40,000
56
$1.02M 0.36%
12,637
-205
57
$1.01M 0.36%
40,000
58
$1.01M 0.36%
40,000
59
$1M 0.36%
5,752
-92
60
$997K 0.35%
20,368
-309
61
$974K 0.35%
4,008
-63
62
$968K 0.34%
40,000
63
$961K 0.34%
40,000
64
$918K 0.33%
26,284
-428
65
$916K 0.33%
17,650
-297
66
$898K 0.32%
3,311
-47
67
$898K 0.32%
12,681
-196
68
$894K 0.32%
10,199
-4,595
69
$879K 0.31%
7,990
-121
70
$870K 0.31%
875
-14
71
$862K 0.31%
238,600
-3,680
72
$842K 0.3%
35,000
73
$837K 0.3%
14,263
-428
74
$826K 0.29%
19,625
-334
75
$823K 0.29%
26,306
-1,378
1 2
3
4 5