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
$324M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$932K
3
+$894K
4
ADBE icon
Adobe
ADBE
+$599K
5
STRL icon
Sterling Infrastructure
STRL
+$278K

Top Sells

1
+$6.17M
2
+$1.01M
3
+$868K
4
GM icon
General Motors
GM
+$722K
5
UAL icon
United Airlines
UAL
+$478K

Sector Composition

1 Technology 21.79%
2 Healthcare 7.57%
3 Communication Services 6.9%
4 Industrials 6.54%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$318K 0.1%
4,767
-28
177
$315K 0.1%
6,503
-1,063
178
$309K 0.1%
3,438
-817
179
$297K 0.09%
1,761
-417
180
$293K 0.09%
4,847
-1,157
181
$292K 0.09%
8,100
-1,926
182
$288K 0.09%
8,528
-50
183
$288K 0.09%
1,721
-408
184
$284K 0.09%
1,512
-18
185
$283K 0.09%
10,633
-2,529
186
$283K 0.09%
46,401
-11,096
187
$280K 0.09%
37,692
-296
188
$278K 0.09%
+2,352
189
$278K 0.09%
4,046
-70
190
$274K 0.08%
1,414
-338
191
$272K 0.08%
1,240
-294
192
$271K 0.08%
1,957
-13
193
$270K 0.08%
6,186
-1,470
194
$267K 0.08%
2,118
-34
195
$264K 0.08%
4,432
-1,066
196
$263K 0.08%
1,152
-274
197
$260K 0.08%
5,834
-1,386
198
$255K 0.08%
1,746
-415
199
$252K 0.08%
4,416
-1,049
200
$250K 0.08%
31,172
+17,399
6 7
8
9 10