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
176
$247K 0.11%
5,482
177
$247K 0.11%
3,484
178
$246K 0.11%
9,589
179
$242K 0.11%
581
180
$239K 0.11%
4,231
181
$236K 0.1%
+7,151
182
$228K 0.1%
+3,343
183
$224K 0.1%
7,393
184
$224K 0.1%
4,790
185
$222K 0.1%
6,377
-2,125
186
$222K 0.1%
4,505
187
$222K 0.1%
7,201
188
$220K 0.1%
+8,481
189
$220K 0.1%
2,805
190
$219K 0.1%
1,393
191
$218K 0.1%
671
192
$216K 0.1%
3,746
193
$215K 0.1%
44,133
194
$212K 0.09%
9,127
195
$211K 0.09%
8,577
196
$211K 0.09%
5,192
197
$209K 0.09%
+3,549
198
$208K 0.09%
8,965
199
$203K 0.09%
2,601
200
$203K 0.09%
979
6 7
8
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