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
101
$512K 0.22%
7,818
-9,134
102
$507K 0.22%
3,306
-160
103
$505K 0.22%
17,500
104
$500K 0.22%
11,767
-482
105
$498K 0.22%
24,412
-1,042
106
$498K 0.22%
2,268
107
$481K 0.21%
29,986
108
$464K 0.2%
14,784
-606
109
$463K 0.2%
13,601
-542
110
$463K 0.2%
46,887
111
$462K 0.2%
3,498
-295
112
$461K 0.2%
6,885
-305
113
$460K 0.2%
5,027
114
$458K 0.2%
34,315
+17,602
115
$456K 0.2%
7,060
116
$456K 0.2%
27,930
117
$455K 0.2%
3,405
-138
118
$454K 0.2%
17,043
+6,011
119
$453K 0.2%
4,337
-175
120
$452K 0.2%
9,144
-378
121
$450K 0.2%
+5,699
122
$449K 0.19%
9,943
-399
123
$444K 0.19%
5,730
124
$440K 0.19%
6,520
125
$439K 0.19%
22,271
3 4
5
6 7