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
51
$1.1M 0.25%
6,575
-4
52
$1.08M 0.25%
5,885
+3
53
$1.06M 0.24%
+2,365
54
$1.05M 0.24%
15,524
-7
55
$1.04M 0.24%
3,428
-3
56
$1.02M 0.23%
2,169
-2
57
$1M 0.23%
8,993
-26
58
$1M 0.23%
9,741
+4
59
$948K 0.22%
5,786
+2,892
60
$947K 0.22%
15,351
-12
61
$946K 0.22%
7,956
-20
62
$945K 0.22%
3,543
-3
63
$940K 0.21%
8,804
-7
64
$939K 0.21%
1,179
-1
65
$937K 0.21%
19,407
-13
66
$928K 0.21%
5,443
-3
67
$922K 0.21%
2,516
-2
68
$907K 0.21%
7,773
-6
69
$894K 0.2%
14,660
-12
70
$889K 0.2%
16,640
-15
71
$883K 0.2%
5,172
-6
72
$878K 0.2%
7,651
-269
73
$841K 0.19%
8,519
-7
74
$815K 0.19%
5,437
-4
75
$813K 0.19%
2,595
-4
1 2
3
4 5