CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.01M
3
+$961K
4
FIS icon
Fidelity National Information Services
FIS
+$851K
5
MCD icon
McDonald's
MCD
+$845K

Top Sells

1
+$1.26M
2
+$1.02M
3
+$1.02M
4
INTC icon
Intel
INTC
+$957K
5
EA icon
Electronic Arts
EA
+$926K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$734K 0.25%
20,979
+6,205
102
$732K 0.25%
19,948
-497
103
$729K 0.25%
30,000
104
$726K 0.25%
37,361
105
$718K 0.24%
27,722
+9,186
106
$710K 0.24%
+24,818
107
$709K 0.24%
25,414
-631
108
$708K 0.24%
3,430
-79
109
$697K 0.24%
26,215
+12,139
110
$690K 0.23%
10,391
-258
111
$686K 0.23%
4,640
-114
112
$677K 0.23%
6,740
-180
113
$673K 0.23%
7,490
114
$665K 0.23%
16,350
115
$661K 0.23%
32,734
116
$661K 0.23%
8,208
-218
117
$633K 0.22%
1,515
-36
118
$632K 0.22%
9,755
-259
119
$630K 0.21%
12,061
+6,872
120
$627K 0.21%
2,855
-71
121
$627K 0.21%
12,778
122
$626K 0.21%
14,926
123
$623K 0.21%
18,787
-6,000
124
$614K 0.21%
39,901
+12,784
125
$613K 0.21%
7,120
3 4
5
6 7