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
$323M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$1.15M
4
SYF icon
Synchrony
SYF
+$1.14M
5
ENPH icon
Enphase Energy
ENPH
+$1.13M

Top Sells

1
+$12.7M
2
+$2.08M
3
+$1.55M
4
CSCO icon
Cisco
CSCO
+$1.41M
5
JNPR
Juniper Networks
JNPR
+$1.19M

Sector Composition

1 Technology 15.32%
2 Healthcare 10.13%
3 Financials 9.03%
4 Consumer Discretionary 8.76%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$658K 0.2%
+2,722
102
$656K 0.2%
5,659
-172
103
$653K 0.2%
5,676
-188
104
$650K 0.2%
30,630
-164
105
$650K 0.2%
10,756
-58
106
$646K 0.2%
9,585
+5,680
107
$644K 0.2%
8,416
+5,711
108
$642K 0.2%
+10,541
109
$642K 0.2%
+9,870
110
$638K 0.2%
2,619
-61
111
$632K 0.2%
7,635
112
$622K 0.19%
+3,243
113
$614K 0.19%
2,043
-59
114
$607K 0.19%
1,087
-18
115
$595K 0.18%
+1,688
116
$593K 0.18%
3,108
-17
117
$589K 0.18%
6,304
118
$587K 0.18%
5,209
-120
119
$579K 0.18%
31,372
120
$577K 0.18%
7,057
-173
121
$574K 0.18%
3,613
-20
122
$572K 0.18%
12,891
-167
123
$566K 0.18%
6,042
-6,159
124
$558K 0.17%
+10,687
125
$557K 0.17%
17,950
-300
3 4
5
6 7