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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$942K 0.43%
18,916
77
$942K 0.43%
10,137
78
$927K 0.42%
27,657
79
$915K 0.42%
8,808
-1,209
80
$902K 0.41%
+27,495
81
$898K 0.41%
+13,279
82
$895K 0.41%
112,740
83
$895K 0.41%
10,294
84
$891K 0.41%
25,142
85
$887K 0.41%
+43,416
86
$874K 0.4%
18,774
87
$834K 0.38%
57,490
88
$834K 0.38%
15,431
89
$830K 0.38%
8,329
90
$827K 0.38%
649
-661
91
$825K 0.38%
30,381
92
$820K 0.38%
16,172
93
$816K 0.37%
+10,411
94
$814K 0.37%
9,993
95
$807K 0.37%
7,582
96
$802K 0.37%
24,111
-23,516
97
$790K 0.36%
12,788
98
$789K 0.36%
30,392
99
$785K 0.36%
10,324
100
$763K 0.35%
6,089
2 3
4
5 6