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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.13M
4
MA icon
Mastercard
MA
+$854K
5
DXCM icon
DexCom
DXCM
+$819K

Top Sells

1
+$3.17M
2
+$1.63M
3
+$850K
4
TMO icon
Thermo Fisher Scientific
TMO
+$845K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-4,552
302
– –
-4,191
303
– –
-10,498
304
– –
-8,899
305
– –
-5,260
306
– –
-60,726
307
– –
-7,967
308
– –
-2,053
9 10 11 12
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