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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$829K 0.34%
7,097
-319
77
$811K 0.34%
31,201
-1,370
78
$810K 0.34%
32,016
-1,390
79
$806K 0.33%
2,352
-110
80
$794K 0.33%
94,430
-4,100
81
$792K 0.33%
10,165
-440
82
$790K 0.33%
+11,000
83
$789K 0.33%
20,131
-880
84
$778K 0.32%
5,145
-230
85
$759K 0.31%
48,810
-2,100
86
$754K 0.31%
9,500
+310
87
$752K 0.31%
23,500
-1,080
88
$752K 0.31%
16,775
+9,413
89
$747K 0.31%
13,534
-590
90
$747K 0.31%
+20,441
91
$729K 0.3%
79,660
-3,400
92
$718K 0.3%
13,395
-610
93
$710K 0.29%
19,291
-820
94
$710K 0.29%
+9,364
95
$710K 0.29%
8,274
-380
96
$708K 0.29%
16,124
-693
97
$702K 0.29%
25,950
-1,130
98
$696K 0.29%
15,364
-700
99
$683K 0.28%
4,623
-190
100
$678K 0.28%
11,878
-510
2 3
4
5 6