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
176
$317K 0.11%
8,839
-4,418
177
$316K 0.11%
6,205
-3,100
178
$315K 0.11%
6,731
179
$315K 0.11%
21,453
180
$314K 0.11%
3,496
+7
181
$313K 0.11%
7,656
182
$312K 0.11%
2,856
183
$310K 0.11%
3,552
184
$304K 0.1%
4,900
185
$304K 0.1%
6,605
+15
186
$304K 0.1%
2,354
187
$300K 0.1%
2,761
188
$298K 0.1%
+7,220
189
$297K 0.1%
+9,388
190
$291K 0.1%
3,569
+8
191
$291K 0.1%
18,992
+46
192
$290K 0.1%
8,796
+24
193
$289K 0.1%
1,534
194
$288K 0.1%
7,991
+2,736
195
$288K 0.1%
+5,763
196
$288K 0.1%
5,498
197
$287K 0.1%
6,498
198
$286K 0.1%
25,290
199
$282K 0.1%
4,912
+13
200
$275K 0.09%
2,265
6 7
8
9 10