CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.17M
3
+$1.11M
4
AN icon
AutoNation
AN
+$1.1M
5
FLS icon
Flowserve
FLS
+$1.06M

Top Sells

1
+$1.61M
2
+$1.1M
3
+$1.07M
4
JCI icon
Johnson Controls International
JCI
+$1.05M
5
CVX icon
Chevron
CVX
+$986K

Sector Composition

1 Financials 16.46%
2 Technology 10.88%
3 Energy 10.75%
4 Healthcare 10.38%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$970K 0.49%
43,265
+4,130
77
$969K 0.49%
97,998
+7,230
78
$966K 0.49%
30,328
+2,160
79
$963K 0.49%
18,870
+1,660
80
$945K 0.48%
39,639
+3,100
81
$944K 0.48%
23,106
+1,800
82
$932K 0.48%
12,997
+942
83
$928K 0.47%
10,624
+510
84
$920K 0.47%
+14,439
85
$910K 0.46%
+33,137
86
$905K 0.46%
+22,371
87
$901K 0.46%
+23,054
88
$900K 0.46%
9,764
+870
89
$898K 0.46%
25,444
+2,480
90
$895K 0.46%
38,738
+1,639
91
$895K 0.46%
18,737
+13,496
92
$893K 0.46%
10,626
-9,160
93
$892K 0.46%
25,351
+1,550
94
$891K 0.45%
16,368
+69
95
$890K 0.45%
9,747
-7,857
96
$875K 0.45%
12,220
+650
97
$873K 0.45%
15,115
-12,296
98
$872K 0.44%
15,805
+1,120
99
$868K 0.44%
12,282
+850
100
$868K 0.44%
56,242
+3,900
2 3
4
5 6