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
51
$1.12M 0.67%
+27,171
52
$1.08M 0.64%
+15,686
53
$1.07M 0.64%
+15,286
54
$1.07M 0.63%
+42,921
55
$1.06M 0.63%
+23,808
56
$1.04M 0.62%
+32,616
57
$1.03M 0.61%
+4,811
58
$1.02M 0.61%
+13,960
59
$1.01M 0.6%
+21,247
60
$991K 0.59%
+16,940
61
$959K 0.57%
+12,684
62
$947K 0.56%
+16,490
63
$942K 0.56%
+14,380
64
$923K 0.55%
+25,540
65
$918K 0.54%
+15,576
66
$906K 0.54%
+24,163
67
$895K 0.53%
+15,669
68
$894K 0.53%
+16,119
69
$882K 0.52%
+10,454
70
$880K 0.52%
+13,941
71
$865K 0.51%
+90,768
72
$849K 0.5%
+12,281
73
$848K 0.5%
+10,277
74
$837K 0.5%
+23,924
75
$830K 0.49%
+13,727
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3
4 5