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
$338M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
NEM icon
Newmont
NEM
+$1.03M
5
TGT icon
Target
TGT
+$901K

Top Sells

1
+$1.07M
2
+$818K
3
+$812K
4
MMM icon
3M
MMM
+$755K
5
LMT icon
Lockheed Martin
LMT
+$674K

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 7.19%
3 Healthcare 6.99%
4 Industrials 6.54%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$381K 0.11%
5,676
-230
152
$379K 0.11%
1,910
-70
153
$379K 0.11%
3,285
-103
154
$375K 0.11%
1,123
155
$374K 0.11%
2,610
-110
156
$373K 0.11%
8,925
-159
157
$369K 0.11%
1,670
158
$364K 0.11%
5,429
-151
159
$361K 0.11%
3,534
160
$360K 0.11%
15,334
-441
161
$360K 0.11%
2,895
162
$359K 0.11%
6,503
163
$355K 0.1%
3,438
164
$351K 0.1%
8,200
-163
165
$348K 0.1%
1,721
166
$347K 0.1%
4,712
-269
167
$345K 0.1%
5,869
-111
168
$341K 0.1%
2,352
169
$340K 0.1%
8,625
-261
170
$339K 0.1%
4,142
-234
171
$337K 0.1%
1,911
172
$337K 0.1%
1,761
173
$336K 0.1%
5,099
-145
174
$327K 0.1%
3,502
175
$324K 0.1%
10,633
5 6
7
8 9