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
51
$1.07M 0.33%
2,133
-19
52
$1.07M 0.33%
9,135
-58
53
$1.06M 0.33%
8,573
-78
54
$1.05M 0.33%
6,743
-52
55
$1.04M 0.32%
4,701
-51
56
$1.04M 0.32%
7,102
-42
57
$1.03M 0.32%
6,505
-53
58
$1M 0.31%
5,521
-33
59
$997K 0.31%
1,268
-20
60
$977K 0.3%
77,895
-449
61
$953K 0.29%
4,533
-33
62
$953K 0.29%
8,282
-8,792
63
$950K 0.29%
17,911
-142
64
$942K 0.29%
12,238
-71
65
$932K 0.29%
+5,498
66
$929K 0.29%
3,936
-38
67
$909K 0.28%
5,513
-32
68
$909K 0.28%
7,864
-57
69
$898K 0.28%
2,959
-23
70
$888K 0.27%
2,579
-21
71
$887K 0.27%
3,478
-21
72
$880K 0.27%
8,829
-89
73
$876K 0.27%
6,802
-64
74
$861K 0.27%
9,559
-85
75
$858K 0.26%
8,639
-51
1 2
3
4 5