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
76
$820K 0.49%
+23,925
77
$817K 0.48%
+19,775
78
$816K 0.48%
+13,953
79
$790K 0.47%
+23,386
80
$787K 0.47%
+9,622
81
$787K 0.47%
+9,101
82
$780K 0.46%
+50,442
83
$775K 0.46%
+23,801
84
$773K 0.46%
+12,443
85
$769K 0.46%
+17,210
86
$764K 0.45%
+11,606
87
$747K 0.44%
+5,030
88
$739K 0.44%
+6,684
89
$727K 0.43%
+15,138
90
$725K 0.43%
+10,664
91
$715K 0.42%
+15,963
92
$710K 0.42%
+7,204
93
$710K 0.42%
+21,306
94
$707K 0.42%
+7,730
95
$706K 0.42%
+16,003
96
$705K 0.42%
+28,168
97
$699K 0.41%
+20,035
98
$688K 0.41%
+24,114
99
$681K 0.4%
+23,904
100
$681K 0.4%
+17,247
2 3
4
5 6