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
$225M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$474K
3
+$336K
4
EXAS icon
Exact Sciences
EXAS
+$323K
5
CVX icon
Chevron
CVX
+$293K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$852K
4
NFLX icon
Netflix
NFLX
+$711K
5
ENPH icon
Enphase Energy
ENPH
+$630K

Sector Composition

1 Technology 16.08%
2 Healthcare 8.61%
3 Consumer Discretionary 8.45%
4 Financials 7.42%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$495K 0.22%
1,090
102
$491K 0.22%
2,202
103
$484K 0.22%
3,610
104
$482K 0.21%
2,566
105
$476K 0.21%
12,301
106
$474K 0.21%
+7,112
107
$473K 0.21%
2,572
108
$466K 0.21%
4,310
-7,876
109
$452K 0.2%
960
110
$448K 0.2%
5,568
111
$445K 0.2%
4,256
112
$437K 0.19%
37,976
113
$433K 0.19%
16,560
114
$426K 0.19%
39,417
115
$425K 0.19%
1,403
116
$424K 0.19%
2,857
-218
117
$424K 0.19%
12,802
118
$424K 0.19%
6,855
119
$398K 0.18%
578
+24
120
$392K 0.17%
1,129
121
$382K 0.17%
10,450
122
$382K 0.17%
4,139
123
$378K 0.17%
57,394
+9,944
124
$373K 0.17%
10,298
125
$368K 0.16%
1,713
3 4
5
6 7