CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$525K
3
+$410K
4
SIVB
SVB Financial Group
SIVB
+$403K
5
WST icon
West Pharmaceutical
WST
+$316K

Top Sells

1
+$1.61M
2
+$1.16M
3
+$971K
4
NFLX icon
Netflix
NFLX
+$670K
5
ENPH icon
Enphase Energy
ENPH
+$613K

Sector Composition

1 Technology 15.92%
2 Healthcare 8.61%
3 Consumer Discretionary 8.45%
4 Financials 7.57%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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