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
151
$423K 0.14%
6,874
152
$423K 0.14%
12,562
153
$414K 0.13%
471
-200
154
$412K 0.13%
9,976
155
$410K 0.13%
3,766
156
$409K 0.13%
14,675
157
$409K 0.13%
7,865
158
$408K 0.13%
3,234
+710
159
$406K 0.13%
2,002
160
$404K 0.13%
5,292
161
$401K 0.13%
9,137
162
$398K 0.13%
5,173
163
$398K 0.13%
23,694
164
$394K 0.13%
10,026
165
$387K 0.12%
6,158
-955
166
$384K 0.12%
38,084
167
$377K 0.12%
2,755
168
$377K 0.12%
8,675
169
$372K 0.12%
6,731
170
$367K 0.12%
5,069
171
$367K 0.12%
1,534
172
$365K 0.12%
9,990
+2,650
173
$364K 0.12%
9,388
174
$359K 0.12%
5,114
175
$354K 0.11%
3,146
5 6
7
8 9