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
$294M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$789K
3
+$604K
4
GNRC icon
Generac Holdings
GNRC
+$535K
5
ENPH icon
Enphase Energy
ENPH
+$509K

Top Sells

1
+$950K
2
+$880K
3
+$758K
4
MSFT icon
Microsoft
MSFT
+$731K
5
SWK icon
Stanley Black & Decker
SWK
+$728K

Sector Composition

1 Technology 18.14%
2 Healthcare 9.06%
3 Consumer Discretionary 7.82%
4 Industrials 7.57%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.21%
16,277
+30
102
$613K 0.21%
5,625
+12
103
$609K 0.21%
9,130
+21
104
$599K 0.2%
2,292
+5
105
$597K 0.2%
1,851
+4
106
$596K 0.2%
2,259
+6
107
$592K 0.2%
2,625
+6
108
$587K 0.2%
4,061
+9
109
$582K 0.2%
6,383
+11
110
$577K 0.2%
2,600
+6
111
$561K 0.19%
10,216
+25
112
$556K 0.19%
15,882
+41
113
$543K 0.18%
5,238
+12
114
$542K 0.18%
7,169
+15
115
$536K 0.18%
7,017
+21
116
$531K 0.18%
3,084
+7
117
$514K 0.17%
3,700
+9
118
$512K 0.17%
5,425
+12
119
$502K 0.17%
10,204
+21
120
$495K 0.17%
1,115
+2
121
$493K 0.17%
9,539
-4,771
122
$490K 0.17%
682
+2
123
$487K 0.17%
38,856
+88
124
$482K 0.16%
12,972
+33
125
$475K 0.16%
+1,269
3 4
5
6 7