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
$268M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.26M
3
+$1.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$975K
5
TMUS icon
T-Mobile US
TMUS
+$834K

Top Sells

1
+$4.17M
2
+$1.55M
3
+$1.32M
4
DE icon
Deere & Co
DE
+$1.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$911K

Sector Composition

1 Financials 11.3%
2 Technology 10.39%
3 Healthcare 8.99%
4 Industrials 8.28%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$577K 0.22%
4,154
-421
102
$573K 0.21%
4,706
+2,168
103
$572K 0.21%
4,819
-5,890
104
$569K 0.21%
7,826
-826
105
$566K 0.21%
34,661
-3,614
106
$561K 0.21%
8,064
-815
107
$561K 0.21%
1,438
-131
108
$560K 0.21%
3,307
-325
109
$560K 0.21%
16,111
+6,462
110
$555K 0.21%
6,455
-723
111
$551K 0.21%
14,395
+4,800
112
$548K 0.2%
8,871
-988
113
$538K 0.2%
932
-1,130
114
$537K 0.2%
6,297
-7,705
115
$535K 0.2%
14,499
116
$534K 0.2%
+2,576
117
$532K 0.2%
2,749
-3,307
118
$525K 0.2%
4,026
-348
119
$525K 0.2%
5,363
-562
120
$518K 0.19%
4,143
121
$516K 0.19%
9,381
-933
122
$515K 0.19%
15,898
-1,786
123
$512K 0.19%
3,025
-311
124
$510K 0.19%
27,136
125
$503K 0.19%
14,808
-1,680
3 4
5
6 7