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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$395K 0.17%
5,776
-241
152
$393K 0.17%
7,346
-298
153
$392K 0.17%
25,456
-1,098
154
$391K 0.17%
4,267
155
$386K 0.17%
2,677
+1,169
156
$386K 0.17%
15,404
157
$385K 0.17%
36,805
158
$384K 0.17%
6,290
159
$378K 0.16%
3,444
-3,730
160
$375K 0.16%
13,118
161
$375K 0.16%
+3,788
162
$374K 0.16%
22,790
163
$372K 0.16%
+1,775
164
$366K 0.16%
21,654
165
$364K 0.16%
8,525
166
$362K 0.16%
3,869
-5,201
167
$359K 0.16%
11,139
168
$357K 0.16%
36,430
169
$356K 0.15%
9,819
-754
170
$348K 0.15%
9,933
171
$347K 0.15%
5,812
+2,802
172
$345K 0.15%
6,746
173
$345K 0.15%
14,265
174
$343K 0.15%
4,612
175
$342K 0.15%
9,877
5 6
7
8 9