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
126
$501K 0.19%
7,978
127
$498K 0.19%
23,008
+6,452
128
$496K 0.19%
6,593
+2,400
129
$496K 0.19%
13,462
130
$495K 0.18%
+5,151
131
$495K 0.18%
6,674
-696
132
$493K 0.18%
7,046
+2,680
133
$482K 0.18%
9,027
-969
134
$481K 0.18%
6,940
135
$471K 0.18%
33,331
136
$467K 0.17%
7,746
-799
137
$463K 0.17%
35,560
138
$462K 0.17%
+3,042
139
$458K 0.17%
5,031
140
$458K 0.17%
2,496
+695
141
$454K 0.17%
24,031
+10,406
142
$445K 0.17%
+6,755
143
$444K 0.17%
10,551
+4,130
144
$443K 0.17%
22,205
-2,396
145
$441K 0.16%
11,517
146
$440K 0.16%
+25,370
147
$440K 0.16%
13,123
+6,317
148
$438K 0.16%
8,109
-867
149
$437K 0.16%
+5,946
150
$433K 0.16%
+15,305
4 5
6
7 8