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
251
$15K 0.01%
+300
252
$15K 0.01%
+280
253
$15K 0.01%
+102
254
$15K 0.01%
+162
255
$15K 0.01%
+300
256
$14K 0.01%
+155
257
$14K 0.01%
+54
258
$14K 0.01%
+44
259
$14K 0.01%
+100
260
$14K 0.01%
+89
261
$14K 0.01%
+135
262
$13K ﹤0.01%
+92
263
$13K ﹤0.01%
+35
264
$13K ﹤0.01%
+1,290
265
$13K ﹤0.01%
+90
266
$13K ﹤0.01%
+280
267
$13K ﹤0.01%
+77
268
$12K ﹤0.01%
+100
269
$12K ﹤0.01%
+28
270
$12K ﹤0.01%
+301
271
$12K ﹤0.01%
+278
272
$12K ﹤0.01%
354
-9,202
273
$11K ﹤0.01%
+124
274
$11K ﹤0.01%
+463
275
$10K ﹤0.01%
+800
9 10
11
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