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
151
$378K 0.13%
2,044
+6
152
$376K 0.13%
5,155
+9
153
$376K 0.13%
3,541
154
$368K 0.13%
12,830
+28
155
$367K 0.12%
5,224
+10
156
$366K 0.12%
4,381
157
$366K 0.12%
1,640
+3
158
$364K 0.12%
2,809
+5
159
$362K 0.12%
6,909
+15
160
$362K 0.12%
+7,997
161
$360K 0.12%
19,647
162
$360K 0.12%
10,026
163
$357K 0.12%
3,222
+8
164
$355K 0.12%
5,229
165
$353K 0.12%
6,167
+18
166
$352K 0.12%
9,679
167
$351K 0.12%
1,560
+3
168
$348K 0.12%
4,859
+10
169
$347K 0.12%
14,675
170
$346K 0.12%
+6,095
171
$343K 0.12%
1,426
172
$340K 0.12%
1,753
+4
173
$334K 0.11%
+1,389
174
$323K 0.11%
5,114
-3,583
175
$323K 0.11%
4,186
+7
5 6
7
8 9