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
$268M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.26M
3
+$1.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$975K
5
TMUS icon
T-Mobile US
TMUS
+$834K

Top Sells

1
+$4.17M
2
+$1.55M
3
+$1.32M
4
DE icon
Deere & Co
DE
+$1.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$911K

Sector Composition

1 Financials 11.3%
2 Technology 10.39%
3 Healthcare 8.99%
4 Industrials 8.28%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$341K 0.13%
3,187
202
$339K 0.13%
45,862
+28,171
203
$338K 0.13%
7,069
204
$336K 0.13%
8,495
205
$334K 0.12%
2,056
206
$331K 0.12%
11,238
+4,375
207
$331K 0.12%
16,064
208
$330K 0.12%
2,093
209
$330K 0.12%
8,060
-896
210
$326K 0.12%
+7,076
211
$323K 0.12%
6,280
212
$320K 0.12%
1,376
-140
213
$320K 0.12%
5,596
214
$320K 0.12%
1,874
215
$319K 0.12%
2,085
216
$318K 0.12%
5,152
217
$318K 0.12%
20,037
218
$316K 0.12%
20,981
219
$316K 0.12%
27,794
220
$315K 0.12%
23,719
221
$314K 0.12%
+3,602
222
$313K 0.12%
25,636
223
$311K 0.12%
11,923
224
$309K 0.12%
2,444
-258
225
$307K 0.11%
9,093
7 8
9
10 11