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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$359K 0.16%
25,629
152
$356K 0.16%
7,347
153
$355K 0.16%
10,606
154
$354K 0.16%
10,744
155
$345K 0.16%
10,277
156
$343K 0.16%
28,959
-34,809
157
$339K 0.16%
19,702
158
$332K 0.15%
4,845
159
$332K 0.15%
5,205
160
$331K 0.15%
4,894
161
$329K 0.15%
5,849
162
$326K 0.15%
18,138
163
$325K 0.15%
17,013
164
$324K 0.15%
7,429
165
$323K 0.15%
1,601
166
$322K 0.15%
2,015
+754
167
$321K 0.15%
6,321
168
$319K 0.15%
+4,158
169
$318K 0.15%
10,373
170
$313K 0.14%
6,336
171
$311K 0.14%
6,406
172
$309K 0.14%
8,736
-8,739
173
$308K 0.14%
3,859
174
$307K 0.14%
16,456
175
$306K 0.14%
2,857
5 6
7
8 9