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
$294M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$789K
3
+$604K
4
GNRC icon
Generac Holdings
GNRC
+$535K
5
ENPH icon
Enphase Energy
ENPH
+$509K

Top Sells

1
+$950K
2
+$880K
3
+$758K
4
MSFT icon
Microsoft
MSFT
+$731K
5
SWK icon
Stanley Black & Decker
SWK
+$728K

Sector Composition

1 Technology 18.14%
2 Healthcare 9.06%
3 Consumer Discretionary 7.82%
4 Industrials 7.57%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$238K 0.08%
6,137
227
$238K 0.08%
+6,786
228
$237K 0.08%
1,055
+2
229
$237K 0.08%
+1,484
230
$235K 0.08%
2,527
231
$231K 0.08%
2,129
232
$229K 0.08%
12,168
233
$228K 0.08%
894
-85
234
$227K 0.08%
18,175
235
$225K 0.08%
+16,114
236
$222K 0.08%
+2,128
237
$221K 0.08%
+2,023
238
$218K 0.07%
5,434
239
$216K 0.07%
5,465
240
$215K 0.07%
16,137
241
$214K 0.07%
+4,572
242
$213K 0.07%
+6,505
243
$211K 0.07%
+5,520
244
$211K 0.07%
+2,516
245
$211K 0.07%
27,213
246
$208K 0.07%
+606
247
$207K 0.07%
+23,975
248
$206K 0.07%
+2,730
249
$206K 0.07%
14,122
250
$205K 0.07%
+6,004
8 9
10
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