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
76
$850K 0.26%
2,836
-26
77
$847K 0.26%
15,772
-97
78
$829K 0.26%
4,259
-39
79
$822K 0.25%
2,200
-13
80
$818K 0.25%
2,546
-25
81
$812K 0.25%
1,795
-11
82
$803K 0.25%
120,398
-6,554
83
$788K 0.24%
2,521
-24
84
$784K 0.24%
8,083
-45
85
$776K 0.24%
7,982
-63
86
$772K 0.24%
12,243
-128
87
$765K 0.24%
5,539
-31
88
$755K 0.23%
7,391
-1,500
89
$744K 0.23%
2,688
-25
90
$739K 0.23%
15,565
-91
91
$693K 0.21%
7,742
-69
92
$684K 0.21%
10,749
-130
93
$679K 0.21%
2,929
-17
94
$674K 0.21%
1,443
-8
95
$672K 0.21%
5,338
-31
96
$670K 0.21%
5,906
-75
97
$666K 0.21%
15,103
-120
98
$656K 0.2%
1,992
-20
99
$644K 0.2%
3,015
-18
100
$633K 0.2%
3,593
-21
2 3
4
5 6