CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$5.17M
3 +$5.06M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.47M
5
AAPL icon
Apple
AAPL
+$3.63M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.86%
2 Technology 10.73%
3 Healthcare 10.6%
4 Industrials 9.39%
5 Energy 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$249K 0.15%
+1,133
127
$242K 0.14%
+18,865
128
$232K 0.14%
+5,241
129
$201K 0.12%
+6,120
130
$147K 0.09%
+12,574
131
$68K 0.04%
+14,485
132
$55K 0.03%
+14,710