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
$310M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$472K
3
+$279K
4
CYTK icon
Cytokinetics
CYTK
+$263K
5
COF icon
Capital One
COF
+$258K

Top Sells

1
+$339K
2
+$274K
3
+$254K
4
MHO icon
M/I Homes
MHO
+$245K
5
MRNA icon
Moderna
MRNA
+$217K

Sector Composition

1 Technology 18.36%
2 Healthcare 8.18%
3 Industrials 7.64%
4 Consumer Discretionary 7.27%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$507K 0.16%
4,735
+2,607
127
$506K 0.16%
7,001
128
$503K 0.16%
1,558
-88
129
$503K 0.16%
4,127
130
$498K 0.16%
2,482
131
$495K 0.16%
36,025
132
$494K 0.16%
1,240
133
$478K 0.15%
12,685
134
$469K 0.15%
2,079
135
$465K 0.15%
17,257
136
$460K 0.15%
5,229
137
$455K 0.15%
1,530
138
$451K 0.15%
4,747
139
$450K 0.15%
962
140
$449K 0.14%
3,999
141
$444K 0.14%
9,029
142
$441K 0.14%
4,372
143
$435K 0.14%
5,630
144
$432K 0.14%
37,988
145
$431K 0.14%
4,337
146
$431K 0.14%
2,178
147
$428K 0.14%
12,303
148
$426K 0.14%
1,389
149
$425K 0.14%
25,937
+14,236
150
$423K 0.14%
16,591
4 5
6
7 8