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
$438M
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$76.3M
2 +$18.1M
3 +$12.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.17M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.49M

Top Sells

1 +$2.37M
2 +$762K
3 +$275K
4
SWKS icon
Skyworks Solutions
SWKS
+$274K
5
COHR icon
Coherent
COHR
+$237K

Sector Composition

1 Technology 13.38%
2 Communication Services 5.21%
3 Financials 5.16%
4 Healthcare 5.12%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-9,538
252
-20,955