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
$169M
AUM Growth
+$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.08M
4
SHW icon
Sherwin-Williams
SHW
+$1.07M
5
DG icon
Dollar General
DG
+$985K

Top Sells

1
+$6.83M
2
+$1.25M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$968K
5
UNH icon
UnitedHealth
UNH
+$942K

Sector Composition

1 Financials 16.45%
2 Technology 10.72%
3 Healthcare 10.3%
4 Energy 10.03%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$721K 0.43%
46,100
102
$718K 0.43%
8,587
-1,035
103
$701K 0.42%
5,030
104
$697K 0.41%
+49,712
105
$694K 0.41%
8,894
+400
106
$692K 0.41%
15,963
107
$679K 0.4%
+8,951
108
$667K 0.4%
10,042
109
$659K 0.39%
+8,552
110
$657K 0.39%
11,570
111
$655K 0.39%
15,138
112
$642K 0.38%
19,331
-704
113
$639K 0.38%
8,253
114
$639K 0.38%
18,932
115
$622K 0.37%
23,068
116
$621K 0.37%
30,996
117
$603K 0.36%
11,979
118
$589K 0.35%
8,127
119
$564K 0.33%
6,291
120
$555K 0.33%
19,757
121
$536K 0.32%
+5,139
122
$522K 0.31%
12,258
123
$506K 0.3%
15,292
124
$469K 0.28%
6,885
125
$417K 0.25%
17,086
2 3 4
5
6