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
$268M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.26M
3
+$1.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$975K
5
TMUS icon
T-Mobile US
TMUS
+$834K

Top Sells

1
+$4.17M
2
+$1.55M
3
+$1.32M
4
DE icon
Deere & Co
DE
+$1.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$911K

Sector Composition

1 Financials 11.3%
2 Technology 10.39%
3 Healthcare 8.99%
4 Industrials 8.28%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.6M 24.86%
223,102
+19,649
2
$10.8M 4.05%
280,355
+2,390
3
$5.31M 1.98%
38,204
+1,403
4
$4.38M 1.63%
50,440
-4,880
5
$4.35M 1.63%
55,940
+2,117
6
$4.26M 1.59%
+69,835
7
$4.25M 1.59%
65,204
-63,966
8
$3.49M 1.3%
57,100
-5,760
9
$2.8M 1.04%
16,257
-1,616
10
$2.68M 1%
47,800
-5,368
11
$2.64M 0.99%
43,360
+16,000
12
$2.37M 0.89%
13,325
-1,275
13
$2.22M 0.83%
18,848
-2,105
14
$1.82M 0.68%
6,695
-646
15
$1.77M 0.66%
8,506
+3,153
16
$1.74M 0.65%
6,297
-620
17
$1.72M 0.64%
11,839
+7,551
18
$1.58M 0.59%
26,123
-2,671
19
$1.51M 0.57%
5,197
-516
20
$1.42M 0.53%
8,935
-1,022
21
$1.38M 0.52%
6,355
-702
22
$1.35M 0.5%
9,695
-1,024
23
$1.34M 0.5%
47,044
-31,137
24
$1.31M 0.49%
18,621
-1,853
25
$1.28M 0.48%
15,943
-1,515
1
2 3 4 5