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
$438M
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$17.6M
3
+$12.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.39M

Top Sells

1
+$1.84M
2
+$730K
3
+$275K
4
SWKS icon
Skyworks Solutions
SWKS
+$274K
5
COHR icon
Coherent
COHR
+$237K

Sector Composition

1 Technology 13.57%
2 Communication Services 5.21%
3 Healthcare 5.12%
4 Financials 4.98%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.39%
21,404
-18
27
$1.66M 0.38%
2,013
-1
28
$1.66M 0.38%
8,003
-6
29
$1.63M 0.37%
11,389
-8
30
$1.59M 0.36%
3,189
-2
31
$1.57M 0.36%
4,484
+460
32
$1.56M 0.36%
14,979
-1
33
$1.54M 0.35%
40,611
-27
34
$1.53M 0.35%
11,571
-23
35
$1.48M 0.34%
16,809
-8
36
$1.44M 0.33%
1,522
-1
37
$1.44M 0.33%
4,603
+1,714
38
$1.43M 0.33%
3,725
-3
39
$1.42M 0.32%
2,589
-3
40
$1.36M 0.31%
5,738
-7
41
$1.35M 0.31%
7,920
-4
42
$1.3M 0.3%
5,955
-3
43
$1.27M 0.29%
3,837
-4
44
$1.24M 0.28%
9,781
-6
45
$1.24M 0.28%
2,361
-308
46
$1.22M 0.28%
12,069
-9
47
$1.16M 0.27%
7,577
-5
48
$1.16M 0.27%
7,002
-5
49
$1.13M 0.26%
8,116
-4
50
$1.12M 0.26%
11,530
+5,696
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