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
251
$204K 0.07%
41,179
252
$203K 0.07%
4,306
253
$203K 0.07%
+2,403
254
$202K 0.07%
+7,974
255
$201K 0.07%
11,701
256
$200K 0.07%
+9,787
257
$193K 0.07%
21,876
258
$180K 0.06%
14,250
259
$163K 0.06%
11,712
260
$160K 0.05%
71,220
261
$146K 0.05%
+10,888
262
$143K 0.05%
15,708
-15,713
263
$138K 0.05%
23,111
264
$125K 0.04%
14,306
265
$121K 0.04%
14,355
266
$117K 0.04%
11,964
267
$104K 0.04%
15,313
268
$101K 0.03%
26,275
269
$97K 0.03%
13,773
270
$85.3K 0.03%
11,097
+23
271
$73.4K 0.03%
33,829
272
$68.6K 0.02%
568
273
$42.8K 0.01%
12,594
274
$26.5K 0.01%
72
275
$20.6K 0.01%
94
8 9 10
11
12