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
201
$401K 0.14%
3,835
202
$398K 0.14%
17,770
-560
203
$398K 0.14%
52,125
204
$398K 0.14%
19,525
-617
205
$395K 0.14%
844
-27
206
$394K 0.14%
15,000
207
$391K 0.14%
20,563
-658
208
$390K 0.14%
15,739
-481
209
$389K 0.14%
7,844
-248
210
$388K 0.14%
4,232
-133
211
$387K 0.14%
15,000
212
$385K 0.14%
14,532
-445
213
$381K 0.14%
16,329
-255
214
$381K 0.14%
8,127
-244
215
$381K 0.14%
15,114
-942
216
$380K 0.14%
6,885
-220
217
$378K 0.13%
8,912
-102
218
$376K 0.13%
+2,585
219
$375K 0.13%
13,506
-427
220
$371K 0.13%
7,997
-128
221
$370K 0.13%
5,742
222
$368K 0.13%
5,858
-178
223
$367K 0.13%
2,877
-91
224
$367K 0.13%
+4,697
225
$366K 0.13%
17,992
-574
7 8
9
10 11