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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$674K 0.28%
12,574
-530
102
$674K 0.28%
8,098
-360
103
$668K 0.28%
8,003
-340
104
$667K 0.28%
5,709
-230
105
$665K 0.28%
3,993
-190
106
$656K 0.27%
7,514
-320
107
$646K 0.27%
8,686
-370
108
$644K 0.27%
516
-20
109
$641K 0.27%
7,244
-320
110
$631K 0.26%
9,777
-10,683
111
$615K 0.25%
+8,265
112
$605K 0.25%
15,898
-720
113
$597K 0.25%
3,607
-164
114
$581K 0.24%
8,151
-340
115
$577K 0.24%
71,650
-3,000
116
$575K 0.24%
14,709
-680
117
$574K 0.24%
+15,039
118
$571K 0.24%
4,746
+302
119
$562K 0.23%
2,035
+211
120
$553K 0.23%
4,920
-210
121
$552K 0.23%
12,777
-570
122
$549K 0.23%
6,747
-310
123
$541K 0.22%
6,016
-260
124
$538K 0.22%
9,289
-383
125
$533K 0.22%
3,879
-160
3 4
5
6 7