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
201
$331K 0.14%
21,730
+2,180
202
$330K 0.14%
16,338
+1,660
203
$326K 0.14%
22,191
+2,140
204
$321K 0.13%
11,239
+1,140
205
$319K 0.13%
6,823
+680
206
$312K 0.13%
7,583
-410
207
$311K 0.13%
8,056
+810
208
$310K 0.13%
7,004
+720
209
$310K 0.13%
6,775
+670
210
$310K 0.13%
9,225
-400
211
$310K 0.13%
5,188
+530
212
$308K 0.13%
6,160
+610
213
$305K 0.13%
2,975
+300
214
$303K 0.13%
4,420
+440
215
$302K 0.13%
24,052
+2,460
216
$302K 0.13%
8,051
+810
217
$299K 0.12%
8,339
+830
218
$297K 0.12%
3,530
-2,814
219
$291K 0.12%
+3,705
220
$287K 0.12%
15,610
+1,580
221
$286K 0.12%
838
+83
222
$284K 0.12%
8,062
+810
223
$284K 0.12%
5,806
+580
224
$284K 0.12%
3,614
+370
225
$284K 0.12%
+3,254
7 8
9
10 11