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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$530K 0.19%
15,169
-247
152
$528K 0.19%
13,619
-441
153
$524K 0.19%
37,021
-1,123
154
$524K 0.19%
6,114
-97
155
$523K 0.19%
7,654
-244
156
$522K 0.19%
5,504
-165
157
$521K 0.19%
+5,317
158
$520K 0.18%
5,284
-170
159
$514K 0.18%
+3,212
160
$511K 0.18%
20,000
161
$509K 0.18%
6,885
162
$508K 0.18%
61,000
-900
163
$504K 0.18%
7,891
-126
164
$502K 0.18%
20,000
165
$498K 0.18%
3,559
-111
166
$497K 0.18%
8,180
-259
167
$494K 0.18%
839
168
$490K 0.17%
+11,201
169
$490K 0.17%
28,778
-880
170
$490K 0.17%
14,025
171
$489K 0.17%
32,581
-1,039
172
$489K 0.17%
13,349
-427
173
$487K 0.17%
14,265
+7,804
174
$483K 0.17%
31,470
-988
175
$482K 0.17%
6,438
-206
5 6
7
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