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
151
$309K 0.14%
3,419
152
$307K 0.14%
7,769
+1,570
153
$307K 0.14%
4,754
154
$307K 0.14%
3,862
-1,292
155
$302K 0.13%
4,390
156
$301K 0.13%
15,569
157
$292K 0.13%
2,757
158
$291K 0.13%
2,077
159
$288K 0.13%
21,869
160
$287K 0.13%
10,012
161
$282K 0.13%
3,637
162
$282K 0.13%
+7,859
163
$282K 0.13%
18,734
164
$279K 0.12%
1,386
165
$271K 0.12%
4,530
166
$269K 0.12%
4,645
167
$268K 0.12%
9,129
168
$268K 0.12%
3,142
169
$261K 0.12%
2,772
170
$260K 0.12%
5,168
171
$260K 0.12%
1,481
172
$255K 0.11%
14,171
173
$255K 0.11%
+1,037
174
$249K 0.11%
+2,000
175
$248K 0.11%
2,101
5 6
7
8 9