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
201
$297K 0.09%
6,888
-4,061
202
$296K 0.09%
4,160
-249
203
$292K 0.09%
10,187
-607
204
$291K 0.09%
4,808
-287
205
$290K 0.09%
+8,709
206
$289K 0.09%
17,384
-10,245
207
$287K 0.09%
2,629
-156
208
$287K 0.09%
4,863
-291
209
$286K 0.09%
8,125
-484
210
$286K 0.09%
10,312
-11,567
211
$284K 0.09%
2,705
-161
212
$284K 0.09%
7,068
-423
213
$283K 0.09%
4,722
-281
214
$279K 0.09%
1,999
+830
215
$278K 0.09%
+2,564
216
$278K 0.09%
2,464
-1,452
217
$276K 0.09%
+3,905
218
$276K 0.09%
11,601
-692
219
$275K 0.09%
2,825
-169
220
$274K 0.09%
+2,874
221
$272K 0.09%
1,383
-82
222
$271K 0.09%
3,827
-229
223
$271K 0.09%
+3,587
224
$270K 0.09%
2,370
+853
225
$269K 0.08%
1,397
-54
7 8
9
10 11