CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.28M
3
+$1.25M
4
KMI icon
Kinder Morgan
KMI
+$1.21M
5
NBL
Noble Energy, Inc.
NBL
+$874K

Top Sells

1
+$12.5M
2
+$1.61M
3
+$1.38M
4
AN icon
AutoNation
AN
+$1.15M
5
HES
Hess
HES
+$1.14M

Sector Composition

1 Financials 16.54%
2 Technology 11.64%
3 Healthcare 11.28%
4 Energy 10.81%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$140K 0.07%
10,576
-318
177
$85K 0.04%
11,298
-39,425
178
$84K 0.04%
10,693
-670
179
$39K 0.02%
1,321
-87
180
– –
-15,225
181
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-3,248
182
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-12,254
183
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-22,503
184
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-3,372
185
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-9,910
186
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-2,535
187
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-21,682
188
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-19,441
189
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-4,742
190
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-7,587
191
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192
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193
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194
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-9,342
195
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-28,891
196
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-14,852
197
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198
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-13,718
199
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-6,941
200
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