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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$572K 0.22%
6,057
102
$571K 0.22%
4,224
103
$564K 0.22%
20,326
104
$564K 0.22%
4,403
-4,413
105
$564K 0.22%
15,820
-23,460
106
$564K 0.22%
16,900
-143
107
$558K 0.21%
6,885
108
$556K 0.21%
4,337
109
$556K 0.21%
3,498
110
$547K 0.21%
42,403
-10,000
111
$547K 0.21%
7,876
-7,884
112
$544K 0.21%
13,601
113
$537K 0.21%
10,397
114
$534K 0.21%
9,943
115
$528K 0.2%
7,000
-60
116
$526K 0.2%
5,507
117
$525K 0.2%
+6,819
118
$522K 0.2%
19,108
119
$520K 0.2%
5,272
-45
120
$509K 0.2%
25,456
121
$507K 0.2%
4,250
-555
122
$505K 0.19%
1,775
123
$500K 0.19%
23,645
124
$499K 0.19%
15,274
-130
125
$499K 0.19%
+6,628
3 4
5
6 7