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
$318M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.24M
3
+$1.16M
4
POOL icon
Pool Corp
POOL
+$968K
5
SPLK
Splunk Inc
SPLK
+$941K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.45M
4
MA icon
Mastercard
MA
+$1.25M
5
GPN icon
Global Payments
GPN
+$980K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Financials 8.16%
4 Consumer Discretionary 7.52%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$525K 0.17%
7,230
-250
127
$523K 0.16%
1,105
-40
128
$519K 0.16%
+18,250
129
$519K 0.16%
2,102
-69
130
$518K 0.16%
1,403
-44
131
$511K 0.16%
8,760
-371
132
$510K 0.16%
5,437
-324
133
$506K 0.16%
7,635
+1,329
134
$506K 0.16%
5,572
-333
135
$503K 0.16%
3,899
-142
136
$502K 0.16%
3,504
-209
137
$501K 0.16%
6,653
-246
138
$499K 0.16%
+5,676
139
$494K 0.16%
12,769
-496
140
$483K 0.15%
8,920
-327
141
$483K 0.15%
6,714
-227
142
$482K 0.15%
7,892
-289
143
$480K 0.15%
4,583
-176
144
$473K 0.15%
6,228
-240
145
$471K 0.15%
6,493
-236
146
$468K 0.15%
2,233
-133
147
$465K 0.15%
20,492
-1,221
148
$461K 0.15%
5,183
+278
149
$452K 0.14%
6,219
+2,931
150
$440K 0.14%
4,741
-283
4 5
6
7 8