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
$276M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.33M
3
+$4.19M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.09M
5
WRK
WestRock Company
WRK
+$3.57M

Top Sells

1
+$5.79M
2
+$4.94M
3
+$4.37M
4
DISH
DISH Network Corp.
DISH
+$4.14M
5
UVV icon
Universal Corp
UVV
+$3.92M

Sector Composition

1 Technology 26.73%
2 Financials 17.12%
3 Industrials 13.97%
4 Healthcare 10.04%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
376
227
$21K 0.01%
+190
228
$21K 0.01%
660
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229
$20K 0.01%
425
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72
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$18K 0.01%
642
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690
233
$18K 0.01%
226
234
$17K 0.01%
280
235
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440
-40
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238
$17K 0.01%
100
239
$16K 0.01%
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240
$16K 0.01%
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241
$16K 0.01%
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242
$15K 0.01%
280
243
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79
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244
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101
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245
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247
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248
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249
$15K 0.01%
129
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250
$15K 0.01%
300
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