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
$438M
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$17.6M
3
+$12.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.39M

Top Sells

1
+$1.84M
2
+$730K
3
+$275K
4
SWKS icon
Skyworks Solutions
SWKS
+$274K
5
COHR icon
Coherent
COHR
+$237K

Sector Composition

1 Technology 13.57%
2 Communication Services 5.21%
3 Healthcare 5.12%
4 Financials 4.98%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.1%
14,713
-10
127
$449K 0.1%
6,318
-6
128
$448K 0.1%
4,870
-4
129
$437K 0.1%
7,526
-179
130
$437K 0.1%
1,941
-47
131
$429K 0.1%
1,918
-2
132
$429K 0.1%
16,931
-11
133
$411K 0.09%
15,208
-9
134
$409K 0.09%
4,202
-2
135
$408K 0.09%
3,156
-75
136
$406K 0.09%
1,990
-47
137
$398K 0.09%
3,259
-3
138
$395K 0.09%
2,887
-3
139
$394K 0.09%
36,732
-25
140
$387K 0.09%
1,216
-1
141
$382K 0.09%
5,590
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142
$378K 0.09%
5,062
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143
$372K 0.08%
1,527
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144
$371K 0.08%
2,568
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145
$371K 0.08%
5,892
-3
146
$367K 0.08%
5,070
-4
147
$366K 0.08%
34,688
-27
148
$366K 0.08%
6,043
-4
149
$365K 0.08%
4,047
-4
150
$363K 0.08%
8,926
-7
4 5
6
7 8