CAM

Contour Asset Management Portfolio holdings

AUM $4.29B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$62.2M
3
+$41.8M
4
AAPL icon
Apple
AAPL
+$28.7M
5
INTU icon
Intuit
INTU
+$21.7M

Top Sells

1
+$60.6M
2
+$37.5M
3
+$33.4M
4
ZBRA icon
Zebra Technologies
ZBRA
+$29.7M
5
LC icon
LendingClub
LC
+$28.4M

Sector Composition

1 Technology 52.92%
2 Communication Services 39.25%
3 Consumer Discretionary 3.5%
4 Financials 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 0.46%
+922,633
27
$4.88M 0.35%
+172,994
28
$765K 0.06%
+20,000
29
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-404,216
30
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-398,175
31
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0
32
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0
33
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-288,763
34
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0
35
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36
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37
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-210,630
38
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0
39
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-1,156,995
40
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0
41
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-88,962
42
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0
43
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-825,784
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