CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.01M
3
+$961K
4
FIS icon
Fidelity National Information Services
FIS
+$851K
5
MCD icon
McDonald's
MCD
+$845K

Top Sells

1
+$1.26M
2
+$1.02M
3
+$1.02M
4
INTC icon
Intel
INTC
+$957K
5
EA icon
Electronic Arts
EA
+$926K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$414K 0.14%
17,470
202
$412K 0.14%
27,358
-716
203
$411K 0.14%
4,718
204
$408K 0.14%
+8,888
205
$407K 0.14%
1,488
-34
206
$405K 0.14%
6,193
-157
207
$403K 0.14%
5,511
208
$402K 0.14%
+6,355
209
$402K 0.14%
11,967
210
$394K 0.13%
+8,994
211
$393K 0.13%
3,371
-80
212
$391K 0.13%
1,135
-28
213
$389K 0.13%
14,024
214
$388K 0.13%
2,055
215
$384K 0.13%
13,115
+5,319
216
$382K 0.13%
8,361
217
$380K 0.13%
4,683
218
$379K 0.13%
12,658
219
$378K 0.13%
1,816
220
$378K 0.13%
15,000
221
$376K 0.13%
14,507
222
$375K 0.13%
15,000
223
$373K 0.13%
+9,914
224
$372K 0.13%
46,887
225
$371K 0.13%
5,782
7 8
9
10 11