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
$225M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$474K
3
+$336K
4
EXAS icon
Exact Sciences
EXAS
+$323K
5
CVX icon
Chevron
CVX
+$293K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$852K
4
NFLX icon
Netflix
NFLX
+$711K
5
ENPH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.16%
6,333
127
$367K 0.16%
3,175
-1,060
128
$366K 0.16%
8,395
129
$363K 0.16%
16,147
130
$363K 0.16%
23,690
-23,704
131
$363K 0.16%
9,018
132
$357K 0.16%
4,742
133
$354K 0.16%
15,209
134
$351K 0.16%
4,650
135
$351K 0.16%
12,285
136
$350K 0.16%
7,891
-3,945
137
$348K 0.15%
18,551
138
$343K 0.15%
6,008
139
$341K 0.15%
4,187
140
$336K 0.15%
15,224
141
$336K 0.15%
+1,001
142
$327K 0.15%
2,272
143
$326K 0.14%
3,974
144
$324K 0.14%
9,969
145
$323K 0.14%
+9,947
146
$318K 0.14%
2,752
147
$317K 0.14%
2,273
148
$317K 0.14%
9,346
149
$312K 0.14%
2,064
150
$310K 0.14%
5,631
4 5
6
7 8