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
$294M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$789K
3
+$604K
4
GNRC icon
Generac Holdings
GNRC
+$535K
5
ENPH icon
Enphase Energy
ENPH
+$509K

Top Sells

1
+$950K
2
+$880K
3
+$758K
4
MSFT icon
Microsoft
MSFT
+$731K
5
SWK icon
Stanley Black & Decker
SWK
+$728K

Sector Composition

1 Technology 18.14%
2 Healthcare 9.06%
3 Consumer Discretionary 7.82%
4 Industrials 7.57%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$474K 0.16%
4,372
-2,187
127
$468K 0.16%
17,052
128
$465K 0.16%
2,482
129
$456K 0.16%
2,466
130
$455K 0.15%
2,154
+5
131
$455K 0.15%
17,652
+40
132
$452K 0.15%
7,258
+15
133
$449K 0.15%
986
+2
134
$446K 0.15%
4,861
+12
135
$441K 0.15%
5,677
136
$434K 0.15%
4,407
+9
137
$429K 0.15%
16,976
+28
138
$426K 0.14%
15,571
+37
139
$422K 0.14%
12,591
+25
140
$420K 0.14%
3,766
141
$416K 0.14%
4,337
142
$402K 0.14%
2,905
143
$395K 0.13%
9,250
+24
144
$394K 0.13%
8,028
+18
145
$391K 0.13%
2,129
+5
146
$389K 0.13%
9,357
+22
147
$387K 0.13%
24,249
+60
148
$383K 0.13%
5,752
+13
149
$382K 0.13%
3,999
150
$379K 0.13%
5,308
+16
4 5
6
7 8