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
101
$662K 0.39%
+11,570
102
$654K 0.39%
+7,612
103
$641K 0.38%
+18,932
104
$640K 0.38%
+46,100
105
$635K 0.38%
+10,042
106
$631K 0.37%
+30,996
107
$625K 0.37%
+11,577
108
$624K 0.37%
+6,768
109
$620K 0.37%
+8,494
110
$593K 0.35%
+8,127
111
$592K 0.35%
+19,757
112
$588K 0.35%
+11,979
113
$564K 0.33%
+23,068
114
$559K 0.33%
+36,539
115
$558K 0.33%
+17,822
116
$538K 0.32%
+6,291
117
$536K 0.32%
+8,253
118
$488K 0.29%
+27,833
119
$463K 0.27%
+12,258
120
$449K 0.27%
+6,176
121
$425K 0.25%
+6,885
122
$424K 0.25%
+1,822
123
$422K 0.25%
+15,292
124
$413K 0.25%
+17,086
125
$302K 0.18%
+5,828
2 3 4
5
6