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
201
$200K 0.09%
15,082
+3,896
202
$199K 0.09%
19,082
203
$185K 0.08%
+21,497
204
$177K 0.08%
13,761
205
$175K 0.08%
13,862
206
$159K 0.07%
15,744
207
$147K 0.07%
27,441
208
$146K 0.06%
32,632
209
$140K 0.06%
13,813
210
$120K 0.05%
+20,499
211
$103K 0.05%
548
212
$94K 0.04%
47,773
213
$90K 0.04%
15,582
214
$89K 0.04%
14,986
215
$82K 0.04%
20,191
216
$75K 0.03%
10,853
217
$65K 0.03%
91
218
$62K 0.03%
32,668
219
$59K 0.03%
25,370
220
$54K 0.02%
2,634
221
$49K 0.02%
44
222
$43K 0.02%
12,161
223
$13K 0.01%
13,229
224
$12K 0.01%
860
225
– –
-10,706
6 7 8
9
10