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
51
$1.04M 0.35%
4,384
+8
52
$1.04M 0.35%
2,209
+212
53
$1.02M 0.35%
8,579
+22
54
$1.02M 0.35%
8,844
+20
55
$1.01M 0.34%
23,367
-22,006
56
$1M 0.34%
8,276
+20
57
$1M 0.34%
4,070
+10
58
$1M 0.34%
15,649
+31
59
$984K 0.33%
18,477
+44
60
$971K 0.33%
8,158
+18
61
$942K 0.32%
3,053
+8
62
$939K 0.32%
23,473
+51
63
$933K 0.32%
129,241
+30,466
64
$925K 0.32%
8,312
+19
65
$919K 0.31%
2,267
+6
66
$915K 0.31%
2,197
+5
67
$897K 0.31%
3,148
+22
68
$882K 0.3%
+9,325
69
$842K 0.29%
7,972
+18
70
$830K 0.28%
16,033
+39
71
$829K 0.28%
9,398
+1
72
$816K 0.28%
14,074
+32
73
$816K 0.28%
5,499
+14
74
$797K 0.27%
8,107
+20
75
$797K 0.27%
2,625
+5
1 2
3
4 5