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
201
$275K 0.09%
26,746
202
$274K 0.09%
+3,299
203
$273K 0.09%
2,405
204
$272K 0.09%
3,879
205
$271K 0.09%
1,460
206
$271K 0.09%
19,400
207
$271K 0.09%
2,656
+6
208
$267K 0.09%
7,379
+18
209
$266K 0.09%
2,365
210
$264K 0.09%
21,229
211
$262K 0.09%
8,640
+26
212
$261K 0.09%
5,084
213
$260K 0.09%
2,144
+5
214
$260K 0.09%
4,760
+10
215
$258K 0.09%
+2,524
216
$254K 0.09%
11,148
217
$254K 0.09%
7,340
218
$252K 0.09%
4,691
219
$252K 0.09%
2,592
220
$251K 0.09%
2,190
+3
221
$248K 0.08%
19,762
222
$246K 0.08%
+10,252
223
$243K 0.08%
2,161
224
$240K 0.08%
2,871
225
$239K 0.08%
10,851
7 8
9
10 11