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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$311K 0.14%
2,146
202
$311K 0.14%
19,540
203
$309K 0.13%
+1,079
204
$308K 0.13%
10,334
205
$308K 0.13%
2,572
+189
206
$300K 0.13%
+4,018
207
$299K 0.13%
15,658
208
$298K 0.13%
7,047
209
$298K 0.13%
28,612
210
$297K 0.13%
21,729
211
$297K 0.13%
6,973
212
$295K 0.13%
3,742
213
$295K 0.13%
8,363
214
$295K 0.13%
24,419
215
$294K 0.13%
4,402
-177
216
$292K 0.13%
24,589
217
$289K 0.13%
+3,410
218
$289K 0.13%
4,330
219
$288K 0.13%
2,104
-2,715
220
$287K 0.12%
2,697
-130
221
$286K 0.12%
729
-31
222
$282K 0.12%
14,753
223
$280K 0.12%
10,029
224
$279K 0.12%
+6,926
225
$275K 0.12%
31,719
7 8
9
10 11