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
$318M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.24M
3
+$1.16M
4
POOL icon
Pool Corp
POOL
+$968K
5
SPLK
Splunk Inc
SPLK
+$941K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.45M
4
MA icon
Mastercard
MA
+$1.25M
5
GPN icon
Global Payments
GPN
+$980K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Financials 8.16%
4 Consumer Discretionary 7.52%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$621K 0.2%
+5,410
102
$614K 0.19%
1,877
-2,036
103
$614K 0.19%
7,900
-8,525
104
$609K 0.19%
13,058
-504
105
$601K 0.19%
+885
106
$598K 0.19%
5,223
-203
107
$595K 0.19%
10,346
-400
108
$590K 0.19%
4,441
-161
109
$583K 0.18%
4,396
+491
110
$578K 0.18%
10,814
-425
111
$577K 0.18%
5,329
-179
112
$574K 0.18%
+3,633
113
$573K 0.18%
18,361
-28
114
$565K 0.18%
1,129
-38
115
$562K 0.18%
7,436
-251
116
$560K 0.18%
4,398
-175
117
$555K 0.17%
17,544
-636
118
$554K 0.17%
31,372
-1,869
119
$551K 0.17%
7,574
-8,194
120
$550K 0.17%
+2,753
121
$548K 0.17%
3,125
-3,382
122
$543K 0.17%
7,690
+3,643
123
$536K 0.17%
8,626
-332
124
$532K 0.17%
19,595
-1,165
125
$530K 0.17%
3,846
-136
3 4
5
6 7