CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.01M
3
+$961K
4
FIS icon
Fidelity National Information Services
FIS
+$851K
5
MCD icon
McDonald's
MCD
+$845K

Top Sells

1
+$1.26M
2
+$1.02M
3
+$1.02M
4
INTC icon
Intel
INTC
+$957K
5
EA icon
Electronic Arts
EA
+$926K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.36%
5,736
+376
52
$1.05M 0.36%
40,000
53
$1.05M 0.36%
40,000
54
$1.05M 0.36%
40,000
55
$1.04M 0.36%
24,376
-500
56
$1.02M 0.35%
7,574
-191
57
$1.02M 0.35%
40,000
58
$1.01M 0.35%
40,000
59
$1.01M 0.34%
19,410
-20,134
60
$1M 0.34%
40,000
61
$1M 0.34%
12,672
-336
62
$999K 0.34%
13,164
-322
63
$997K 0.34%
10,408
+270
64
$993K 0.34%
29,072
-703
65
$968K 0.33%
5,137
-5,411
66
$965K 0.33%
40,000
67
$962K 0.33%
19,005
-461
68
$940K 0.32%
14,548
-281
69
$936K 0.32%
40,000
70
$933K 0.32%
40,000
71
$932K 0.32%
54,371
72
$924K 0.31%
+21,329
73
$919K 0.31%
40,000
74
$914K 0.31%
17,576
-413
75
$908K 0.31%
72,045
+19,950
1 2
3
4 5