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
$338M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
NEM icon
Newmont
NEM
+$1.03M
5
TGT icon
Target
TGT
+$901K

Top Sells

1
+$1.07M
2
+$818K
3
+$812K
4
MMM icon
3M
MMM
+$755K
5
LMT icon
Lockheed Martin
LMT
+$674K

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 7.19%
3 Healthcare 6.99%
4 Industrials 6.54%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$250K 0.07%
4,436
202
$248K 0.07%
5,255
203
$247K 0.07%
2,013
-105
204
$247K 0.07%
755
-36
205
$246K 0.07%
+1,433
206
$244K 0.07%
8,998
207
$243K 0.07%
8,375
-153
208
$242K 0.07%
10,561
209
$241K 0.07%
57,454
210
$232K 0.07%
979
-36
211
$232K 0.07%
15,082
212
$230K 0.07%
2,665
213
$225K 0.07%
2,264
214
$223K 0.07%
4,847
215
$223K 0.07%
+2,504
216
$219K 0.06%
4,432
217
$219K 0.06%
2,042
218
$215K 0.06%
17,147
219
$214K 0.06%
3,896
220
$214K 0.06%
489
221
$212K 0.06%
+2,968
222
$211K 0.06%
5,834
223
$209K 0.06%
+2,772
224
$209K 0.06%
7,038
-125
225
$206K 0.06%
+4,044
7 8
9
10 11