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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$669K 0.24%
11,205
-355
102
$666K 0.24%
15,419
-262
103
$657K 0.23%
13,134
-417
104
$657K 0.23%
3,764
-256
105
$653K 0.23%
+5,784
106
$652K 0.23%
18,070
-294
107
$648K 0.23%
5,092
-80
108
$643K 0.23%
7,642
-236
109
$640K 0.23%
9,923
-5,351
110
$633K 0.22%
+24,590
111
$632K 0.22%
8,340
-262
112
$628K 0.22%
8,166
-140
113
$627K 0.22%
8,081
-127
114
$621K 0.22%
21,919
-349
115
$620K 0.22%
4,050
-61
116
$620K 0.22%
31,092
-966
117
$619K 0.22%
+3,341
118
$613K 0.22%
6,774
-106
119
$613K 0.22%
1,248
-1,276
120
$608K 0.22%
3,683
-116
121
$606K 0.22%
8,189
-261
122
$605K 0.21%
15,176
-480
123
$599K 0.21%
10,546
+4,807
124
$597K 0.21%
4,904
-66
125
$590K 0.21%
10,970
-187
3 4
5
6 7