CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.17M
3
+$1.11M
4
AN icon
AutoNation
AN
+$1.1M
5
FLS icon
Flowserve
FLS
+$1.06M

Top Sells

1
+$1.61M
2
+$1.1M
3
+$1.07M
4
JCI icon
Johnson Controls International
JCI
+$1.05M
5
CVX icon
Chevron
CVX
+$986K

Sector Composition

1 Financials 16.46%
2 Technology 10.88%
3 Energy 10.75%
4 Healthcare 10.38%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.43M 3.28%
321,020
+62,440
2
$5.76M 2.94%
105,514
+278
3
$5.39M 2.75%
201,320
+570
4
$5.29M 2.7%
78,903
+923
5
$4.9M 2.5%
26,393
-5,949
6
$4.33M 2.21%
32,212
+7,744
7
$4.3M 2.19%
153,975
+11,242
8
$3.9M 1.99%
38,586
+505
9
$3.66M 1.87%
137,948
+39,082
10
$3.48M 1.77%
59,458
+4,280
11
$3.27M 1.67%
210,220
+13,340
12
$3.24M 1.65%
65,899
+20,693
13
$2.77M 1.41%
15,434
+1,067
14
$2.73M 1.39%
60,198
+4,180
15
$2.72M 1.39%
72,650
-16,388
16
$2.71M 1.38%
29,532
+1,980
17
$2.65M 1.35%
32,511
+2,410
18
$2.58M 1.32%
88,940
+6,135
19
$2.52M 1.28%
48,343
+3,510
20
$2.28M 1.16%
90,000
21
$2.12M 1.08%
55,471
+3,780
22
$1.98M 1.01%
25,056
+13,479
23
$1.89M 0.96%
37,186
+2,640
24
$1.88M 0.96%
13,750
+960
25
$1.81M 0.92%
14,509
-7,899
1
2 3 4 5