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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$440K 0.17%
13,816
+5,335
127
$429K 0.17%
10,210
-240
128
$427K 0.17%
+4,965
129
$424K 0.17%
23,040
-650
130
$417K 0.16%
4,202
-108
131
$410K 0.16%
7,671
-188
132
$410K 0.16%
568
-10
133
$406K 0.16%
7,891
134
$404K 0.16%
4,026
-113
135
$401K 0.16%
6,684
-171
136
$396K 0.16%
16,115
-445
137
$386K 0.15%
+5,175
138
$383K 0.15%
4,611
-131
139
$377K 0.15%
3,873
-101
140
$371K 0.15%
4,187
141
$370K 0.15%
11,947
-338
142
$370K 0.15%
2,064
143
$369K 0.15%
2,053
-48
144
$368K 0.14%
16,147
145
$365K 0.14%
9,694
-275
146
$365K 0.14%
3,862
147
$363K 0.14%
+1,208
148
$362K 0.14%
8,771
-247
149
$360K 0.14%
14,812
-397
150
$359K 0.14%
3,419
4 5
6
7 8