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
$438M
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$17.6M
3
+$12.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.39M

Top Sells

1
+$1.84M
2
+$730K
3
+$275K
4
SWKS icon
Skyworks Solutions
SWKS
+$274K
5
COHR icon
Coherent
COHR
+$237K

Sector Composition

1 Technology 13.57%
2 Communication Services 5.21%
3 Healthcare 5.12%
4 Financials 4.98%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$599K 0.14%
16,676
-11
102
$580K 0.13%
11,741
-9
103
$577K 0.13%
6,564
-1
104
$576K 0.13%
2,469
-2
105
$576K 0.13%
5,264
-3
106
$570K 0.13%
8,739
-8
107
$570K 0.13%
8,929
-213
108
$555K 0.13%
5,669
+1,535
109
$555K 0.13%
12,232
-6
110
$553K 0.13%
2,640
-3
111
$551K 0.13%
3,796
-3
112
$547K 0.12%
6,831
-164
113
$527K 0.12%
8,487
-15
114
$526K 0.12%
5,010
-5
115
$512K 0.12%
13,249
-10
116
$499K 0.11%
11,960
-8
117
$496K 0.11%
2,164
-2
118
$485K 0.11%
2,037
-2
119
$483K 0.11%
943
120
$482K 0.11%
11,580
-276
121
$473K 0.11%
4,176
-4
122
$466K 0.11%
6,390
-9
123
$465K 0.11%
1,423
+668
124
$465K 0.11%
1,068
-1
125
$462K 0.11%
15,981
-22
3 4
5
6 7