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
$323M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$1.15M
4
SYF icon
Synchrony
SYF
+$1.14M
5
ENPH icon
Enphase Energy
ENPH
+$1.13M

Top Sells

1
+$12.7M
2
+$2.08M
3
+$1.55M
4
CSCO icon
Cisco
CSCO
+$1.41M
5
JNPR
Juniper Networks
JNPR
+$1.19M

Sector Composition

1 Technology 15.32%
2 Healthcare 10.13%
3 Financials 9.03%
4 Consumer Discretionary 8.76%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$216K 0.07%
15,361
277
$216K 0.07%
11,496
278
$216K 0.07%
1,078
279
$215K 0.07%
8,404
280
$215K 0.07%
2,723
281
$215K 0.07%
3,911
282
$214K 0.07%
1,557
283
$212K 0.07%
1,406
284
$209K 0.06%
14,822
285
$207K 0.06%
6,868
286
$207K 0.06%
+4,656
287
$205K 0.06%
21,304
288
$203K 0.06%
10,295
289
$203K 0.06%
4,019
-4,026
290
$202K 0.06%
4,532
-4,540
291
$175K 0.05%
18,769
-27,244
292
$170K 0.05%
41
293
$148K 0.05%
36,486
294
$125K 0.04%
+1,091
295
$118K 0.04%
+27
296
$106K 0.03%
+11,986
297
$73K 0.02%
17,691
298
$72K 0.02%
19,054
299
$62K 0.02%
14,765
300
– –
-3,155
10 11
12
13 14