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
76
$610K 0.27%
8,116
77
$605K 0.27%
2,267
78
$597K 0.27%
9,423
79
$594K 0.26%
5,365
80
$584K 0.26%
15,853
81
$584K 0.26%
3,936
82
$582K 0.26%
8,065
83
$573K 0.25%
2,544
84
$570K 0.25%
11,375
85
$566K 0.25%
5,189
86
$563K 0.25%
7,000
87
$557K 0.25%
7,323
88
$556K 0.25%
4,127
-889
89
$553K 0.25%
1,528
90
$538K 0.24%
4,259
91
$532K 0.24%
5,502
92
$530K 0.24%
1,807
93
$529K 0.24%
1,862
94
$525K 0.23%
19,089
95
$523K 0.23%
5,106
96
$512K 0.23%
5,114
97
$512K 0.23%
8,376
+387
98
$511K 0.23%
15,909
-4,881
99
$509K 0.23%
2,214
100
$498K 0.22%
2,240
2 3
4
5 6