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
$199M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.31M
3
+$1.3M
4
ETFC
E*Trade Financial Corporation
ETFC
+$1.26M
5
UAA icon
Under Armour
UAA
+$932K

Top Sells

1
+$12.9M
2
+$1.61M
3
+$1.33M
4
AN icon
AutoNation
AN
+$1.15M
5
HES
Hess
HES
+$1.14M

Sector Composition

1 Financials 16.54%
2 Technology 11.64%
3 Healthcare 11.28%
4 Energy 10.81%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.1M 3.57%
305,704
-8,176
2
$4.8M 2.41%
85,678
-19,836
3
$4.72M 2.37%
69,051
-9,852
4
$4.64M 2.33%
162,080
-39,240
5
$4.3M 2.16%
+148,567
6
$3.69M 1.85%
36,656
-1,034
7
$3.52M 1.77%
131,833
-3,301
8
$3.25M 1.63%
56,435
-1,605
9
$3.13M 1.57%
24,852
-609
10
$3.08M 1.55%
200,455
-5,303
11
$3.08M 1.55%
62,897
-1,804
12
$3M 1.51%
57,136
-1,625
13
$2.94M 1.48%
28,096
-767
14
$2.89M 1.45%
69,365
-1,759
15
$2.51M 1.26%
35,392
-962
16
$2.43M 1.22%
30,899
-860
17
$2.38M 1.2%
84,634
-2,281
18
$2.33M 1.17%
90,000
19
$2.26M 1.13%
27,261
-721
20
$2.14M 1.08%
18,179
-4,347
21
$2.14M 1.07%
20,589
-563
22
$1.97M 0.99%
34,687
-932
23
$1.79M 0.9%
19,993
-537
24
$1.76M 0.88%
37,316
+7,825
25
$1.73M 0.87%
64,542
-1,702
1
2 3 4 5