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

Top Buys

1
+$5.79M
2
+$1.54M
3
+$1.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$982K
5
AAL icon
American Airlines Group
AAL
+$912K

Top Sells

1
+$2.57M
2
+$1.44M
3
+$1.36M
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%
24,944
+2,490
177
$372K 0.15%
+24,477
178
$371K 0.15%
13,832
+1,410
179
$371K 0.15%
5,534
-240
180
$371K 0.15%
+10,724
181
$370K 0.15%
7,598
+760
182
$368K 0.15%
31,218
+3,150
183
$363K 0.15%
22,126
+2,210
184
$359K 0.15%
2,585
+260
185
$357K 0.15%
+19,372
186
$354K 0.15%
4,205
+420
187
$353K 0.15%
13,266
+1,320
188
$352K 0.15%
39,655
+3,770
189
$351K 0.15%
+17,872
190
$350K 0.15%
2,048
+210
191
$347K 0.14%
19,395
+1,960
192
$344K 0.14%
17,640
+1,770
193
$344K 0.14%
+36,409
194
$341K 0.14%
20,153
+2,060
195
$341K 0.14%
15,971
+1,640
196
$340K 0.14%
6,394
+630
197
$339K 0.14%
3,008
+300
198
$338K 0.14%
+5,449
199
$335K 0.14%
+3,377
200
$332K 0.14%
14,088
+1,410
6 7
8
9 10