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
$225M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$474K
3
+$336K
4
EXAS icon
Exact Sciences
EXAS
+$323K
5
CVX icon
Chevron
CVX
+$293K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$852K
4
NFLX icon
Netflix
NFLX
+$711K
5
ENPH icon
Enphase Energy
ENPH
+$630K

Sector Composition

1 Technology 16.08%
2 Healthcare 8.61%
3 Consumer Discretionary 8.45%
4 Financials 7.42%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.55%
14,156
27
$1.23M 0.54%
4,591
28
$1.18M 0.52%
44,428
29
$1.17M 0.52%
7,136
30
$1.15M 0.51%
11,610
31
$1.15M 0.51%
5,910
32
$1.12M 0.5%
13,895
33
$1.04M 0.46%
6,260
34
$1.04M 0.46%
5,125
35
$996K 0.44%
22,440
36
$990K 0.44%
35,103
37
$974K 0.43%
11,899
38
$948K 0.42%
1,723
+58
39
$928K 0.41%
6,460
+2,043
40
$919K 0.41%
1,615
41
$918K 0.41%
60,625
+3,806
42
$902K 0.4%
10,480
43
$902K 0.4%
7,980
44
$887K 0.39%
20,229
45
$877K 0.39%
78,320
46
$874K 0.39%
20,220
47
$872K 0.39%
2,309
+66
48
$871K 0.39%
5,829
49
$868K 0.39%
72,066
50
$805K 0.36%
19,318
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