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
$338M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
NEM icon
Newmont
NEM
+$1.03M
5
TGT icon
Target
TGT
+$901K

Top Sells

1
+$1.07M
2
+$818K
3
+$812K
4
MMM icon
3M
MMM
+$755K
5
LMT icon
Lockheed Martin
LMT
+$674K

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 7.19%
3 Healthcare 6.99%
4 Industrials 6.54%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$634K 0.19%
2,316
-82
102
$626K 0.19%
2,631
-47
103
$612K 0.18%
2,961
-54
104
$611K 0.18%
11,850
-393
105
$607K 0.18%
16,580
-294
106
$601K 0.18%
5,274
-176
107
$586K 0.17%
9,456
-427
108
$580K 0.17%
1,932
-60
109
$568K 0.17%
2,907
-83
110
$558K 0.17%
6,995
111
$558K 0.16%
2,877
-52
112
$553K 0.16%
1,064
-19
113
$551K 0.16%
12,263
-318
114
$527K 0.16%
16,709
-412
115
$526K 0.16%
4,993
-91
116
$523K 0.15%
9,142
117
$520K 0.15%
2,156
-38
118
$509K 0.15%
1,521
-28
119
$505K 0.15%
2,030
-37
120
$498K 0.15%
8,817
-159
121
$496K 0.15%
17,156
-654
122
$496K 0.15%
939
-17
123
$489K 0.14%
6,502
-279
124
$488K 0.14%
4,221
125
$483K 0.14%
459
-9
3 4
5
6 7