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
26
$1.51M 0.51%
23,925
+84
27
$1.51M 0.51%
6,134
+22
28
$1.47M 0.5%
8,494
+2,159
29
$1.39M 0.47%
2,899
+155
30
$1.39M 0.47%
2,849
+6
31
$1.36M 0.46%
11,911
+30
32
$1.35M 0.46%
8,133
+18
33
$1.29M 0.44%
1,651
+4
34
$1.29M 0.44%
14,576
+33
35
$1.29M 0.44%
5,249
+12
36
$1.25M 0.43%
8,509
+19
37
$1.24M 0.42%
6,053
+12
38
$1.24M 0.42%
9,389
+31
39
$1.21M 0.41%
80,258
+180
40
$1.2M 0.41%
5,691
+14
41
$1.19M 0.41%
12,190
+11
42
$1.17M 0.4%
10,281
+34
43
$1.13M 0.38%
4,671
+3,258
44
$1.11M 0.38%
2,817
+5
45
$1.1M 0.37%
1,590
+4
46
$1.1M 0.37%
6,701
+15
47
$1.09M 0.37%
6,952
+17
48
$1.05M 0.36%
5,680
+13
49
$1.04M 0.36%
31,236
+76
50
$1.04M 0.35%
26,024
+15,088
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