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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.47%
11,776
-518
27
$1.05M 0.46%
39,280
+19,410
28
$1.03M 0.45%
12,307
-496
29
$1.03M 0.45%
16,792
-683
30
$1.01M 0.44%
9,439
+2,683
31
$986K 0.43%
7,640
+3,387
32
$982K 0.43%
+24,505
33
$958K 0.42%
8,816
-358
34
$957K 0.42%
4,685
-196
35
$956K 0.42%
8,861
-415
36
$947K 0.41%
20,547
-909
37
$942K 0.41%
282,360
+137,080
38
$937K 0.41%
8,481
-364
39
$897K 0.39%
5,223
-825
40
$876K 0.38%
2,912
+1,461
41
$876K 0.38%
3,577
-146
42
$871K 0.38%
7,580
-952
43
$868K 0.38%
16,680
-762
44
$866K 0.38%
10,619
-497
45
$855K 0.37%
8,955
+3,906
46
$854K 0.37%
59,076
+32,940
47
$850K 0.37%
19,609
-771
48
$846K 0.37%
16,272
-650
49
$846K 0.37%
23,444
-984
50
$842K 0.37%
15,760
-650
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