CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.17M
3
+$5.06M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.47M
5
AAPL icon
Apple
AAPL
+$3.63M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.86%
2 Technology 10.73%
3 Healthcare 10.6%
4 Industrials 9.39%
5 Energy 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.92%
+18,456
27
$1.53M 0.91%
+19,786
28
$1.48M 0.88%
+30,790
29
$1.46M 0.86%
+13,014
30
$1.45M 0.86%
+14,669
31
$1.44M 0.86%
+34,546
32
$1.43M 0.85%
+17,604
33
$1.39M 0.83%
+34,726
34
$1.39M 0.83%
+16,066
35
$1.37M 0.81%
+41,836
36
$1.35M 0.8%
+64,696
37
$1.35M 0.8%
+18,814
38
$1.31M 0.78%
+12,790
39
$1.28M 0.76%
+27,944
40
$1.26M 0.75%
+8,313
41
$1.25M 0.74%
+20,226
42
$1.24M 0.74%
+27,411
43
$1.24M 0.73%
+52,340
44
$1.22M 0.73%
+19,452
45
$1.21M 0.72%
+16,134
46
$1.2M 0.71%
+29,469
47
$1.17M 0.7%
+17,834
48
$1.14M 0.68%
+14,773
49
$1.14M 0.68%
+11,532
50
$1.13M 0.67%
+46,435
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