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
$324M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$932K
3
+$894K
4
ADBE icon
Adobe
ADBE
+$599K
5
STRL icon
Sterling Infrastructure
STRL
+$278K

Top Sells

1
+$6.17M
2
+$1.01M
3
+$868K
4
GM icon
General Motors
GM
+$722K
5
UAL icon
United Airlines
UAL
+$478K

Sector Composition

1 Technology 21.79%
2 Healthcare 7.57%
3 Communication Services 6.9%
4 Industrials 6.54%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$493K 0.15%
6,781
-93
127
$492K 0.15%
468
-3
128
$489K 0.15%
15,775
-145
129
$484K 0.15%
5,244
-48
130
$479K 0.15%
9,142
-2,180
131
$463K 0.14%
1,123
-266
132
$460K 0.14%
4,236
-25
133
$451K 0.14%
4,719
-28
134
$450K 0.14%
23,561
-133
135
$446K 0.14%
15,420
-90
136
$445K 0.14%
9,883
-139
137
$439K 0.14%
16,450
-141
138
$432K 0.13%
4,221
-1,008
139
$423K 0.13%
1,549
-9
140
$422K 0.13%
6,995
-1,680
141
$420K 0.13%
6,946
-55
142
$419K 0.13%
4,103
-24
143
$417K 0.13%
956
-6
144
$414K 0.13%
5,141
-32
145
$413K 0.13%
4,273
-40
146
$407K 0.13%
6,410
-38
147
$405K 0.12%
35,754
-308
148
$400K 0.12%
3,231
-768
149
$393K 0.12%
5,063
-51
150
$379K 0.12%
2,720
-35
4 5
6
7 8