CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.9M
3
+$5.79M
4
GRMN icon
Garmin
GRMN
+$5.74M
5
NOV icon
NOV
NOV
+$5.69M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.63%
3 Consumer Staples 14.3%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
60
252
$3K ﹤0.01%
70
253
$3K ﹤0.01%
61
254
$2K ﹤0.01%
5
255
$2K ﹤0.01%
22
256
$2K ﹤0.01%
210
-54
257
$2K ﹤0.01%
16
258
$2K ﹤0.01%
27
259
$2K ﹤0.01%
+82
260
$2K ﹤0.01%
154
261
$2K ﹤0.01%
29
262
$2K ﹤0.01%
78
263
$2K ﹤0.01%
61
264
$2K ﹤0.01%
+41
265
$2K ﹤0.01%
42
266
$2K ﹤0.01%
38
267
$2K ﹤0.01%
40
268
$2K ﹤0.01%
+33
269
$1K ﹤0.01%
+12
270
$1K ﹤0.01%
+20
271
$1K ﹤0.01%
6
272
$1K ﹤0.01%
14
273
$1K ﹤0.01%
22
274
$1K ﹤0.01%
17
275
$1K ﹤0.01%
+40
9 10
11
12 13