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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$480K 0.17%
3,728
-59
177
$480K 0.17%
4,058
-313
178
$478K 0.17%
19,120
-610
179
$468K 0.17%
2,056
-61
180
$468K 0.17%
25,114
-800
181
$457K 0.16%
21,891
-691
182
$450K 0.16%
20,540
183
$444K 0.16%
7,094
-114
184
$439K 0.16%
8,496
-266
185
$436K 0.15%
8,535
+3,895
186
$428K 0.15%
7,891
-120
187
$426K 0.15%
3,302
-49
188
$426K 0.15%
16,625
189
$423K 0.15%
14,189
-449
190
$421K 0.15%
37,567
-1,198
191
$420K 0.15%
30,293
-959
192
$417K 0.15%
24,859
-757
193
$417K 0.15%
10,740
-170
194
$417K 0.15%
19,775
195
$415K 0.15%
11,336
-353
196
$411K 0.15%
36,735
-1,127
197
$410K 0.15%
5,158
-5,341
198
$408K 0.14%
+1,468
199
$406K 0.14%
8,768
-282
200
$403K 0.14%
5,237
-161
6 7
8
9 10