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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$444K 0.18%
+74,615
152
$441K 0.18%
41,570
-1,893
153
$435K 0.18%
8,119
+810
154
$432K 0.18%
3,659
+370
155
$429K 0.18%
9,503
-420
156
$429K 0.18%
8,591
+860
157
$429K 0.18%
4,767
-210
158
$427K 0.18%
6,663
+1,194
159
$425K 0.18%
+15,876
160
$423K 0.18%
15,066
+1,500
161
$423K 0.18%
18,024
-780
162
$422K 0.17%
+14,704
163
$420K 0.17%
5,563
-260
164
$417K 0.17%
9,554
-430
165
$412K 0.17%
+13,344
166
$395K 0.16%
5,729
+580
167
$394K 0.16%
7,788
+782
168
$391K 0.16%
30,072
+3,010
169
$386K 0.16%
6,096
-250
170
$383K 0.16%
21,630
+2,130
171
$381K 0.16%
+15,000
172
$380K 0.16%
4,415
-190
173
$380K 0.16%
+15,000
174
$379K 0.16%
21,732
+2,180
175
$379K 0.16%
2,882
+300
5 6
7
8 9