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
$241M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$1.51M
3
+$1.24M
4
AAL icon
American Airlines Group
AAL
+$1.09M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$964K

Top Sells

1
+$2.52M
2
+$1.36M
3
+$1.32M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
PLD icon
Prologis
PLD
+$991K

Sector Composition

1 Financials 12.54%
2 Healthcare 10.68%
3 Technology 9.93%
4 Industrials 7.64%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.15%
+24,477
177
$371K 0.15%
5,534
-240
178
$371K 0.15%
+10,724
179
$371K 0.15%
13,832
+1,410
180
$370K 0.15%
7,598
+760
181
$368K 0.15%
31,218
+3,150
182
$363K 0.15%
22,126
+2,210
183
$359K 0.15%
2,585
+260
184
$357K 0.15%
+19,372
185
$354K 0.15%
4,205
+420
186
$353K 0.15%
13,266
+1,320
187
$352K 0.15%
39,655
+3,770
188
$351K 0.15%
+17,872
189
$350K 0.15%
2,048
+210
190
$347K 0.14%
19,395
+1,960
191
$344K 0.14%
17,640
+1,770
192
$344K 0.14%
+36,409
193
$341K 0.14%
20,153
+2,060
194
$341K 0.14%
15,971
+1,640
195
$340K 0.14%
6,394
+630
196
$339K 0.14%
3,008
+300
197
$338K 0.14%
+5,449
198
$335K 0.14%
+3,377
199
$332K 0.14%
14,088
+1,410
200
$331K 0.14%
21,730
+2,180
6 7
8
9 10