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
$310M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$472K
3
+$279K
4
CYTK icon
Cytokinetics
CYTK
+$263K
5
COF icon
Capital One
COF
+$258K

Top Sells

1
+$339K
2
+$274K
3
+$254K
4
MHO icon
M/I Homes
MHO
+$245K
5
MRNA icon
Moderna
MRNA
+$217K

Sector Composition

1 Technology 18.36%
2 Healthcare 8.18%
3 Industrials 7.64%
4 Consumer Discretionary 7.27%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$299K 0.1%
8,839
202
$298K 0.1%
3,587
203
$298K 0.1%
5,465
204
$296K 0.1%
27,213
205
$295K 0.1%
7,991
206
$293K 0.09%
4,691
207
$289K 0.09%
2,365
208
$288K 0.09%
6,016
209
$287K 0.09%
3,299
210
$284K 0.09%
2,803
211
$282K 0.09%
11,148
212
$280K 0.09%
19,762
213
$279K 0.09%
4,650
214
$278K 0.09%
2,527
215
$277K 0.09%
2,405
216
$275K 0.09%
6,498
217
$270K 0.09%
6,205
218
$269K 0.09%
3,485
219
$266K 0.09%
71,220
220
$266K 0.09%
606
221
$265K 0.09%
1,231
222
$263K 0.08%
+3,156
223
$263K 0.08%
2,730
224
$260K 0.08%
2,152
225
$258K 0.08%
+1,970
7 8
9
10 11