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
76
$795K 0.27%
8,900
+21
77
$792K 0.27%
2,323
+6
78
$791K 0.27%
4,393
+10
79
$787K 0.27%
2,057
+5
80
$784K 0.27%
6,100
+12
81
$763K 0.26%
9,117
+23
82
$747K 0.25%
2,661
+290
83
$743K 0.25%
12,631
+26
84
$726K 0.25%
16,251
+45
85
$725K 0.25%
2,925
+6
86
$723K 0.25%
8,205
+21
87
$715K 0.24%
17,387
+9,125
88
$708K 0.24%
4,666
+10
89
$703K 0.24%
8,229
+19
90
$696K 0.24%
1,436
+3
91
$690K 0.23%
3,584
+9
92
$687K 0.23%
10,680
+20
93
$682K 0.23%
12,607
+31
94
$675K 0.23%
18,394
+37
95
$669K 0.23%
11,101
+22
96
$662K 0.23%
36,876
+80
97
$644K 0.22%
3,106
+7
98
$638K 0.22%
1,684
+4
99
$635K 0.22%
4,364
+11
100
$629K 0.21%
4,228
+9
2 3
4
5 6