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
$280M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.46M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$4.34M
5
MAR icon
Marriott International
MAR
+$4.32M

Top Sells

1
+$5.6M
2
+$5.46M
3
+$5.33M
4
J icon
Jacobs Solutions
J
+$4.83M
5
DFS
Discover Financial Services
DFS
+$4.79M

Sector Composition

1 Technology 25.94%
2 Financials 16.28%
3 Industrials 14.09%
4 Healthcare 13.41%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
+213
227
$21K 0.01%
+168
228
$21K 0.01%
+376
229
$19K 0.01%
+2,105
230
$18K 0.01%
+162
231
$18K 0.01%
+200
232
$18K 0.01%
+281
233
$18K 0.01%
+87
234
$18K 0.01%
+425
235
$18K 0.01%
+324
236
$18K 0.01%
+480
237
$17K 0.01%
+690
238
$17K 0.01%
+512
239
$17K 0.01%
+642
240
$17K 0.01%
+230
241
$17K 0.01%
+247
242
$16K 0.01%
+100
243
$16K 0.01%
+261
244
$16K 0.01%
+226
245
$16K 0.01%
+199
246
$16K 0.01%
+217
247
$16K 0.01%
+1,300
248
$16K 0.01%
+200
249
$15K 0.01%
+381
250
$15K 0.01%
+309
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