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CIM

CIM Investment Management Portfolio holdings

AUM $375M
1-Year Est. Return 32.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.13M
3
+$1.09M
4
SHW icon
Sherwin-Williams
SHW
+$1.03M
5
DG icon
Dollar General
DG
+$959K

Top Sells

1
+$6.82M
2
+$1.25M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$943K
5
UNH icon
UnitedHealth
UNH
+$942K

Sector Composition

1 Financials 16.45%
2 Technology 10.72%
3 Healthcare 10.3%
4 Energy 10.03%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.17%
1,133
127
$238K 0.14%
5,241
128
$202K 0.12%
6,120
129
$125K 0.07%
2,225
-290
130
$96K 0.06%
14,710
131
$86K 0.05%
+13,920
132
$85K 0.05%
12,815
-1,670
133
$66K 0.04%
+2,300
134
– –
-17,822
135
– –
-10,454
136
– –
-6,176
137
– –
-23,801
138
– –
-9,101
139
– –
-23,904
140
– –
-27,833
141
– –
-20,226
142
– –
-23,386
143
– –
-18,865
144
– –
-1,822
145
– –
-16,003
146
– –
-15,686
147
– –
-15,669
148
– –
-14,380
2 3 4 5
6