CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.28M
3
+$1.25M
4
KMI icon
Kinder Morgan
KMI
+$1.21M
5
NBL
Noble Energy, Inc.
NBL
+$874K

Top Sells

1
+$12.5M
2
+$1.61M
3
+$1.38M
4
AN icon
AutoNation
AN
+$1.15M
5
HES
Hess
HES
+$1.14M

Sector Composition

1 Financials 16.54%
2 Technology 11.64%
3 Healthcare 11.28%
4 Energy 10.81%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-12,723
202
– –
-5,104
203
– –
-914
204
– –
-37,425
205
– –
-15,290
206
– –
-5,347
207
– –
-22,340
208
– –
-4,966
209
– –
-4,160
210
– –
-6,175
211
– –
-68,205
212
– –
-7,748
213
– –
-15,225
214
– –
-3,248
215
– –
-12,254
216
– –
-22,503
217
– –
-3,372
218
– –
-9,910
219
– –
-17,130
220
– –
-24,764
221
– –
-4,240
222
– –
-5,260
223
– –
-6,687
224
– –
-6,725
225
– –
-12,458
6 7 8
9
10