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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$754K 0.35%
+3,994
102
$753K 0.34%
7,897
103
$745K 0.34%
14,914
104
$737K 0.34%
15,754
105
$735K 0.34%
8,628
106
$731K 0.33%
5,153
107
$727K 0.33%
10,184
108
$725K 0.33%
2,366
109
$722K 0.33%
12,195
110
$715K 0.33%
6,806
111
$707K 0.32%
4,815
112
$700K 0.32%
7,968
-7,976
113
$696K 0.32%
8,896
-8,568
114
$694K 0.32%
102,474
115
$689K 0.32%
9,734
-1,631
116
$684K 0.31%
9,482
117
$666K 0.31%
27,013
118
$658K 0.3%
33,225
119
$649K 0.3%
5,155
-5,165
120
$646K 0.3%
4,298
121
$637K 0.29%
44,994
122
$632K 0.29%
10,774
123
$618K 0.28%
+8,493
124
$613K 0.28%
18,006
125
$609K 0.28%
16,599
3 4
5
6 7