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
76
$808K 0.18%
17,883
-11
77
$778K 0.18%
5,470
-1
78
$776K 0.18%
4,507
-3
79
$771K 0.18%
76,835
-64
80
$769K 0.18%
6,428
-3
81
$761K 0.17%
6,323
-4
82
$759K 0.17%
2,436
-2
83
$748K 0.17%
7,979
-3
84
$744K 0.17%
8,291
-6
85
$740K 0.17%
4,116
-3
86
$734K 0.17%
117,374
-636
87
$732K 0.17%
10,215
-8
88
$716K 0.16%
9,846
-6
89
$706K 0.16%
7,853
-5
90
$693K 0.16%
5,227
-3
91
$690K 0.16%
3,278
+1,608
92
$669K 0.15%
2,745
-3
93
$635K 0.15%
8,851
-6
94
$629K 0.14%
2,971
-3
95
$627K 0.14%
7,504
-6
96
$620K 0.14%
9,277
-3
97
$615K 0.14%
2,290
-2
98
$613K 0.14%
4,433
-5
99
$611K 0.14%
1,856
-2
100
$610K 0.14%
17,456
-13
2 3
4
5 6