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
51
$792K 0.35%
18,035
52
$786K 0.35%
30,500
53
$786K 0.35%
9,168
54
$780K 0.35%
17,816
55
$768K 0.34%
2,789
56
$766K 0.34%
2,978
57
$763K 0.34%
4,296
58
$759K 0.34%
25,125
+1,156
59
$757K 0.34%
17,238
60
$749K 0.33%
15,495
61
$738K 0.33%
2,211
62
$728K 0.32%
4,414
63
$710K 0.32%
7,911
64
$701K 0.31%
6,556
65
$672K 0.3%
5,548
66
$665K 0.3%
4,295
67
$663K 0.29%
8,818
68
$652K 0.29%
3,976
69
$646K 0.29%
8,005
70
$642K 0.29%
96,591
71
$636K 0.28%
3,497
72
$635K 0.28%
8,037
73
$633K 0.28%
1,957
74
$627K 0.28%
22,960
75
$626K 0.28%
15,641
1 2
3
4 5