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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.14%
661
177
$298K 0.14%
1,268
178
$298K 0.14%
23,617
+11,362
179
$296K 0.14%
11,085
180
$295K 0.14%
13,776
181
$291K 0.13%
17,394
182
$291K 0.13%
6,005
183
$289K 0.13%
11,229
184
$287K 0.13%
5,827
185
$287K 0.13%
5,486
186
$283K 0.13%
115,540
187
$281K 0.13%
29,807
188
$279K 0.13%
10,506
189
$279K 0.13%
11,070
190
$276K 0.13%
24,341
191
$275K 0.13%
6,550
192
$274K 0.13%
+7,914
193
$269K 0.12%
2,382
194
$266K 0.12%
+12,413
195
$266K 0.12%
5,381
196
$264K 0.12%
4,517
197
$255K 0.12%
+17,616
198
$255K 0.12%
24,927
199
$254K 0.12%
10,000
200
$254K 0.12%
8,166
6 7
8
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