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
$438M
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$17.6M
3
+$12.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.39M

Top Sells

1
+$1.84M
2
+$730K
3
+$275K
4
SWKS icon
Skyworks Solutions
SWKS
+$274K
5
COHR icon
Coherent
COHR
+$237K

Sector Composition

1 Technology 13.57%
2 Communication Services 5.21%
3 Healthcare 5.12%
4 Financials 4.98%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$241K 0.06%
+6,120
202
$237K 0.05%
7,066
-5
203
$236K 0.05%
2,211
-53
204
$222K 0.05%
7,405
-176
205
$221K 0.05%
4,328
-104
206
$219K 0.05%
2,046
-48
207
$218K 0.05%
1,788
-43
208
$218K 0.05%
45,317
-1,084
209
$218K 0.05%
4,333
-103
210
$217K 0.05%
2,899
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211
$216K 0.05%
3,950
-94
212
$213K 0.05%
8,408
-4
213
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10,315
-246
214
$208K 0.05%
+8,593
215
$200K 0.05%
3,418
-3
216
$191K 0.04%
21,476
-511
217
$182K 0.04%
11,144
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218
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11,244
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219
$167K 0.04%
21,110
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220
$154K 0.04%
16,749
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221
$138K 0.03%
25,224
-601
222
$135K 0.03%
56,151
-1,303
223
$131K 0.03%
16,906
-405
224
$129K 0.03%
12,714
-303
225
$123K 0.03%
19,959
-475
7 8
9
10 11