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
151
$379K 0.12%
1,233
-7
152
$377K 0.12%
4,376
-738
153
$374K 0.12%
2,037
-488
154
$371K 0.11%
6,123
-35
155
$370K 0.11%
2,895
-692
156
$367K 0.11%
7,777
-88
157
$366K 0.11%
3,534
-838
158
$363K 0.11%
994
-237
159
$360K 0.11%
5,580
-50
160
$356K 0.11%
9,084
-53
161
$350K 0.11%
1,980
-22
162
$348K 0.11%
4,624
-26
163
$347K 0.11%
12,231
-72
164
$342K 0.11%
1,179
-281
165
$340K 0.1%
3,388
-34
166
$339K 0.1%
1,670
-812
167
$333K 0.1%
3,128
-18
168
$331K 0.1%
3,043
-723
169
$329K 0.1%
11,856
-2,819
170
$329K 0.1%
3,502
-835
171
$328K 0.1%
1,911
-454
172
$328K 0.1%
7,581
-1,807
173
$326K 0.1%
4,981
-88
174
$325K 0.1%
8,363
-53
175
$323K 0.1%
5,980
-36
5 6
7
8 9