CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
-3.43%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$225M
AUM Growth
+$225M
(-6.6%)
Cap. Flow
+$2.77M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
48.13%
Holding
245
New
13
Increased
17
Reduced
14
Closed
21
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.03M |
| 2 |
Tesla
TSLA
|
$3.02M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$2.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.92M |
| 5 |
Incyte
INCY
|
$474K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.44M |
| 2 |
Quanta Services
PWR
|
$1.16M |
| 3 |
Global Payments
GPN
|
$852K |
| 4 |
Netflix
NFLX
|
$711K |
| 5 |
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% |
