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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$624K 0.27%
25,358
-1,036
77
$624K 0.27%
6,057
+2,055
78
$618K 0.27%
7,089
-293
79
$615K 0.27%
14,857
-15,596
80
$615K 0.27%
4,449
-187
81
$613K 0.27%
20,363
+8,766
82
$612K 0.27%
16,021
-711
83
$606K 0.26%
5,784
-236
84
$593K 0.26%
14,447
-643
85
$589K 0.26%
3,699
-143
86
$559K 0.24%
2,544
-112
87
$558K 0.24%
+19,108
88
$553K 0.24%
9,937
89
$543K 0.24%
7,595
-298
90
$543K 0.24%
5,883
-242
91
$542K 0.24%
14,926
92
$540K 0.23%
+52,403
93
$539K 0.23%
5,507
-1,672
94
$536K 0.23%
20,152
-866
95
$531K 0.23%
+5,619
96
$527K 0.23%
8,644
97
$522K 0.23%
8,218
-336
98
$520K 0.23%
12,990
-574
99
$519K 0.23%
10,397
-463
100
$518K 0.22%
+44,640
2 3
4
5 6