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
$324M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$932K
3
+$894K
4
ADBE icon
Adobe
ADBE
+$599K
5
STRL icon
Sterling Infrastructure
STRL
+$278K

Top Sells

1
+$6.17M
2
+$1.01M
3
+$868K
4
GM icon
General Motors
GM
+$722K
5
UAL icon
United Airlines
UAL
+$478K

Sector Composition

1 Technology 21.79%
2 Healthcare 7.57%
3 Communication Services 6.9%
4 Industrials 6.54%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$250K 0.08%
4,909
-1,186
202
$248K 0.08%
3,465
-20
203
$245K 0.08%
15,082
-3,588
204
$244K 0.08%
791
-68
205
$241K 0.07%
2,665
-634
206
$239K 0.07%
+4,436
207
$238K 0.07%
1,304
-1,930
208
$235K 0.07%
7,142
-1,697
209
$235K 0.07%
2,094
-498
210
$234K 0.07%
2,264
-539
211
$234K 0.07%
8,886
-87
212
$232K 0.07%
489
-117
213
$226K 0.07%
6,518
-1,567
214
$223K 0.07%
1,567
-374
215
$218K 0.07%
8,072
-1,918
216
$216K 0.07%
8,998
-2,150
217
$215K 0.07%
5,255
-1,250
218
$215K 0.07%
1,015
-12
219
$214K 0.07%
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220
$212K 0.07%
1,007
-240
221
$211K 0.07%
30,726
-7,358
222
$208K 0.06%
21,611
-5,135
223
$207K 0.06%
10,561
-2,509
224
$205K 0.06%
7,163
-42
225
$204K 0.06%
2,042
-485
7 8
9
10 11