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
$196M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.17M
3
+$1.11M
4
AN icon
AutoNation
AN
+$1.1M
5
FLS icon
Flowserve
FLS
+$1.06M

Top Sells

1
+$1.61M
2
+$1.1M
3
+$1.07M
4
JCI icon
Johnson Controls International
JCI
+$1.05M
5
CVX icon
Chevron
CVX
+$986K

Sector Composition

1 Financials 16.46%
2 Technology 10.88%
3 Energy 10.75%
4 Healthcare 10.38%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$867K 0.44%
16,238
+1,100
102
$860K 0.44%
10,822
+780
103
$853K 0.44%
9,517
+1,264
104
$852K 0.43%
9,217
+630
105
$851K 0.43%
7,154
+470
106
$849K 0.43%
13,715
+1,090
107
$828K 0.42%
53,516
+3,804
108
$817K 0.42%
+4,628
109
$812K 0.41%
+6,556
110
$808K 0.41%
17,293
+1,330
111
$802K 0.41%
10,472
-8,980
112
$799K 0.41%
20,841
+1,510
113
$793K 0.4%
8,169
+540
114
$785K 0.4%
9,192
+640
115
$776K 0.4%
24,758
+1,690
116
$769K 0.39%
5,370
+340
117
$761K 0.39%
20,402
+1,470
118
$718K 0.37%
33,556
+2,560
119
$714K 0.36%
+3,878
120
$690K 0.35%
8,704
+810
121
$678K 0.35%
8,737
+610
122
$639K 0.33%
5,479
+340
123
$627K 0.32%
6,886
+595
124
$622K 0.32%
16,492
+1,200
125
$544K 0.28%
13,218
+960
2 3 4
5
6