CIM

Chapman Investment Management Portfolio holdings

AUM $137M
1-Year Est. Return 13.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$88.8K
3
+$2.09K
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.07K

Top Sells

1
+$873K
2
+$817K
3
+$812K
4
AMZN icon
Amazon
AMZN
+$708K
5
AAPL icon
Apple
AAPL
+$544K

Sector Composition

1 Financials 28.08%
2 Technology 24.32%
3 Consumer Discretionary 16.16%
4 Healthcare 10.33%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$915K 0.7%
+2,057
27
$774K 0.59%
4,951
-162
28
$587K 0.45%
5,103
-1,138
29
$535K 0.41%
7,605
+30
30
$505K 0.38%
769
31
$434K 0.33%
10,921
-996
32
$260K 0.2%
143
33
– –
-1,570
1
2