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
176
$366K 0.12%
9,366
-366
177
$362K 0.11%
6,095
-239
178
$355K 0.11%
13,109
-5,418
179
$348K 0.11%
1,967
-76
180
$346K 0.11%
2,190
-84
181
$344K 0.11%
10,987
-6,474
182
$344K 0.11%
+3,045
183
$342K 0.11%
23,589
+9,837
184
$339K 0.11%
3,815
-228
185
$338K 0.11%
9,074
-541
186
$337K 0.11%
7,522
-449
187
$337K 0.11%
17,261
+5,210
188
$330K 0.1%
2,342
-140
189
$326K 0.1%
3,389
-202
190
$325K 0.1%
3,132
-186
191
$325K 0.1%
2,440
-146
192
$321K 0.1%
8,045
-479
193
$320K 0.1%
7,126
-425
194
$315K 0.1%
12,042
-718
195
$313K 0.1%
+3,836
196
$310K 0.1%
4,269
-254
197
$308K 0.1%
6,616
-395
198
$304K 0.1%
24,939
+726
199
$303K 0.1%
4,417
-263
200
$298K 0.09%
+4,976
6 7
8
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