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
276
$18.3K 0.01%
49,475
277
$17.7K 0.01%
1,002
-10
278
$5.16K ﹤0.01%
890
279
– –
-4,744
280
– –
-8,648
281
– –
-3,860
282
– –
-1,251
283
– –
-9,452
284
– –
-3,328
285
– –
-2,458
286
– –
-5,961
287
– –
-20,910
288
– –
-2,728
289
– –
-45,087
290
– –
-20,182
291
– –
-9,029
292
– –
-17,326
293
– –
-15,521
294
– –
-5,176
295
– –
-7,407
8 9 10 11
12