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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$818K 0.29%
4,221
-67
77
$815K 0.29%
37,450
+18,972
78
$809K 0.29%
5,067
-83
79
$791K 0.28%
16,788
-952
80
$789K 0.28%
6,331
+263
81
$788K 0.28%
+7,421
82
$785K 0.28%
6,048
-95
83
$776K 0.28%
14,468
-15,020
84
$765K 0.27%
14,026
-428
85
$763K 0.27%
42,682
-581
86
$762K 0.27%
14,579
-235
87
$758K 0.27%
16,561
-260
88
$749K 0.27%
6,926
-107
89
$748K 0.27%
21,352
-364
90
$743K 0.26%
37,410
+13,105
91
$718K 0.26%
16,902
-533
92
$713K 0.25%
1,662
-25
93
$711K 0.25%
7,946
-250
94
$707K 0.25%
8,164
-115
95
$703K 0.25%
12,980
-409
96
$701K 0.25%
10,640
-176
97
$691K 0.25%
13,615
-216
98
$685K 0.24%
8,934
-136
99
$675K 0.24%
27,510
-674
100
$674K 0.24%
11,421
-180
2 3
4
5 6