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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$584K 0.27%
4,587
-380
127
$552K 0.25%
7,189
128
$552K 0.25%
5,603
+315
129
$539K 0.25%
13,107
130
$518K 0.24%
11,098
131
$506K 0.23%
20,000
132
$502K 0.23%
5,702
133
$471K 0.22%
11,196
134
$462K 0.21%
6,885
135
$453K 0.21%
10,084
136
$450K 0.21%
6,661
137
$440K 0.2%
+49,826
138
$424K 0.19%
5,676
139
$419K 0.19%
9,792
140
$417K 0.19%
12,638
141
$408K 0.19%
6,784
142
$399K 0.18%
14,074
143
$398K 0.18%
12,446
144
$398K 0.18%
5,281
145
$393K 0.18%
18,191
146
$386K 0.18%
11,859
147
$380K 0.17%
6,318
148
$379K 0.17%
+1,579
149
$368K 0.17%
18,164
150
$362K 0.17%
11,121
4 5
6
7 8