CIM

Contravisory Investment Management Portfolio holdings

AUM $488M
1-Year Est. Return 26.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.31M
3
+$5.91M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$242K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$230K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$856K
5
INGR icon
Ingredion
INGR
+$688K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+51
227
$3K ﹤0.01%
36
+11
228
$3K ﹤0.01%
+68
229
$3K ﹤0.01%
+70
230
$3K ﹤0.01%
16
231
$3K ﹤0.01%
+102
232
$3K ﹤0.01%
+87
233
$3K ﹤0.01%
34
-23
234
$3K ﹤0.01%
+38
235
$3K ﹤0.01%
57
236
$3K ﹤0.01%
+37
237
$3K ﹤0.01%
+44
238
$3K ﹤0.01%
23
-14
239
$3K ﹤0.01%
12
+2
240
$3K ﹤0.01%
49
241
$3K ﹤0.01%
+82
242
$3K ﹤0.01%
60
243
$3K ﹤0.01%
+45
244
$3K ﹤0.01%
+172
245
$3K ﹤0.01%
40
+10
246
$3K ﹤0.01%
+78
247
$2K ﹤0.01%
+61
248
$2K ﹤0.01%
+38
249
$2K ﹤0.01%
+264
250
$2K ﹤0.01%
+58
8 9
10
11 12