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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$531K 0.22%
1,852
+185
127
$531K 0.22%
20,000
128
$516K 0.21%
7,022
-300
129
$516K 0.21%
+20,000
130
$515K 0.21%
4,981
-180
131
$513K 0.21%
8,070
-370
132
$513K 0.21%
+23,645
133
$511K 0.21%
37,113
-3,201
134
$501K 0.21%
23,375
+2,390
135
$498K 0.21%
13,041
+1,300
136
$496K 0.21%
32,818
+3,310
137
$478K 0.2%
13,122
-600
138
$476K 0.2%
13,403
+1,340
139
$476K 0.2%
12,889
+1,300
140
$474K 0.2%
+5,340
141
$463K 0.19%
6,735
+690
142
$461K 0.19%
14,112
+1,410
143
$460K 0.19%
23,238
+2,350
144
$458K 0.19%
18,813
-810
145
$453K 0.19%
6,474
+660
146
$452K 0.19%
10,906
-500
147
$451K 0.19%
5,244
+520
148
$450K 0.19%
6,885
149
$447K 0.19%
8,140
+817
150
$446K 0.18%
8,433
-370
4 5
6
7 8