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
$318M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.24M
3
+$1.16M
4
POOL icon
Pool Corp
POOL
+$968K
5
SPLK
Splunk Inc
SPLK
+$941K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.45M
4
MA icon
Mastercard
MA
+$1.25M
5
GPN icon
Global Payments
GPN
+$980K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Financials 8.16%
4 Consumer Discretionary 7.52%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$437K 0.14%
2,774
-116
152
$434K 0.14%
6,419
-247
153
$434K 0.14%
3,464
-130
154
$431K 0.14%
7,250
-443
155
$428K 0.13%
5,405
-322
156
$428K 0.13%
+9,072
157
$420K 0.13%
19,577
-700
158
$416K 0.13%
5,386
-227
159
$415K 0.13%
8,834
-526
160
$415K 0.13%
46,013
-18,326
161
$412K 0.13%
2,614
-156
162
$407K 0.13%
10,431
-622
163
$406K 0.13%
1,131
-43
164
$399K 0.13%
3,278
+1,511
165
$397K 0.13%
28,861
-11,911
166
$391K 0.12%
5,875
-351
167
$390K 0.12%
8,252
-491
168
$390K 0.12%
5,892
-217
169
$388K 0.12%
+7,224
170
$385K 0.12%
5,630
-442
171
$384K 0.12%
15,817
-943
172
$375K 0.12%
5,088
-2,102
173
$375K 0.12%
5,896
-351
174
$375K 0.12%
6,782
-262
175
$368K 0.12%
1,713
-59
5 6
7
8 9