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
$323M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$1.15M
4
SYF icon
Synchrony
SYF
+$1.14M
5
ENPH icon
Enphase Energy
ENPH
+$1.13M

Top Sells

1
+$12.7M
2
+$2.08M
3
+$1.55M
4
CSCO icon
Cisco
CSCO
+$1.41M
5
JNPR
Juniper Networks
JNPR
+$1.19M

Sector Composition

1 Technology 15.32%
2 Healthcare 10.13%
3 Financials 9.03%
4 Consumer Discretionary 8.76%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$367K 0.11%
7,250
177
$366K 0.11%
6,062
-33
178
$364K 0.11%
5,490
-2,200
179
$363K 0.11%
6,219
180
$359K 0.11%
2,342
181
$354K 0.11%
+11,536
182
$353K 0.11%
5,896
183
$348K 0.11%
2,440
184
$346K 0.11%
4,269
185
$346K 0.11%
3,132
186
$342K 0.11%
3,815
187
$339K 0.1%
7,126
188
$335K 0.1%
10,187
189
$334K 0.1%
2,158
-2,240
190
$331K 0.1%
+15,422
191
$331K 0.1%
1,999
192
$329K 0.1%
13,662
-6,830
193
$328K 0.1%
18,753
+5,981
194
$324K 0.1%
13,109
195
$321K 0.1%
12,042
196
$319K 0.1%
4,160
197
$319K 0.1%
+15,090
198
$318K 0.1%
17,192
199
$317K 0.1%
334
200
$308K 0.1%
8,196
6 7
8
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