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
151
$362K 0.08%
24,201
-29
152
$359K 0.08%
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153
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