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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.12%
12,279
227
$273K 0.12%
+8,057
228
$273K 0.12%
17,010
229
$273K 0.12%
6,501
230
$271K 0.12%
+234
231
$271K 0.12%
17,472
232
$271K 0.12%
2,694
-109
233
$271K 0.12%
13,349
234
$270K 0.12%
18,140
235
$269K 0.12%
9,388
236
$267K 0.12%
5,782
237
$263K 0.11%
1,585
-65
238
$263K 0.11%
27,320
239
$259K 0.11%
4,759
240
$259K 0.11%
1,667
241
$258K 0.11%
6,523
-6,527
242
$249K 0.11%
16,365
243
$248K 0.11%
10,429
-10,433
244
$248K 0.11%
9,136
245
$246K 0.11%
13,418
246
$245K 0.11%
4,157
-179
247
$244K 0.11%
8,959
-14,924
248
$244K 0.11%
+5,421
249
$242K 0.11%
4,015
250
$241K 0.1%
8,128
8 9
10
11 12