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
$320M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.02M
3
+$5.85M
4
DD icon
DuPont de Nemours
DD
+$5.4M
5
UBS icon
UBS Group
UBS
+$5.13M

Top Sells

1
+$6.48M
2
+$6.09M
3
+$5.67M
4
SBAC icon
SBA Communications
SBAC
+$5.32M
5
META icon
Meta Platforms (Facebook)
META
+$5.21M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.4%
3 Industrials 13.23%
4 Financials 11.92%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.01%
1,557
227
$34K 0.01%
328
+42
228
$31K 0.01%
811
229
$29K 0.01%
90
-250
230
$29K 0.01%
+1,124
231
$28K 0.01%
+175
232
$28K 0.01%
+470
233
$26K 0.01%
+350
234
$25K 0.01%
+1,375
235
$25K 0.01%
425
236
$25K 0.01%
+465
237
$24K 0.01%
+331
238
$22K 0.01%
+1,029
239
$19K 0.01%
202
240
$18K 0.01%
1,000
241
$17K 0.01%
100
242
$14K ﹤0.01%
354
243
$14K ﹤0.01%
300
244
$13K ﹤0.01%
201
245
$11K ﹤0.01%
463
246
$11K ﹤0.01%
239
247
$9K ﹤0.01%
36
248
$8K ﹤0.01%
59
249
$6K ﹤0.01%
390
250
$6K ﹤0.01%
500
8 9
10
11 12