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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$253K 0.12%
16,935
202
$252K 0.12%
5,444
203
$252K 0.12%
9,975
204
$251K 0.12%
4,514
205
$251K 0.12%
18,789
206
$248K 0.11%
10,000
207
$247K 0.11%
6,931
208
$246K 0.11%
1,468
209
$246K 0.11%
1,414
210
$245K 0.11%
6,118
211
$245K 0.11%
5,070
212
$237K 0.11%
+5,344
213
$236K 0.11%
4,592
214
$236K 0.11%
5,068
215
$233K 0.11%
5,112
216
$232K 0.11%
24,316
217
$231K 0.11%
12,759
218
$228K 0.1%
6,451
219
$228K 0.1%
6,321
220
$226K 0.1%
3,298
221
$223K 0.1%
2,809
222
$222K 0.1%
10,777
223
$222K 0.1%
+2,457
224
$220K 0.1%
+4,061
225
$218K 0.1%
5,854
7 8
9
10 11