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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.25M
3
+$4.87M
4
ALV icon
Autoliv
ALV
+$4.54M
5
ABT icon
Abbott
ABT
+$4.5M

Top Sells

1
+$7.31M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
241
252
$15K 0.01%
79
253
$15K 0.01%
155
254
$15K 0.01%
84
255
$14K 0.01%
29
256
$14K 0.01%
200
-139
257
$14K 0.01%
288
258
$14K 0.01%
+87
259
$14K 0.01%
+89
260
$14K 0.01%
354
261
$13K ﹤0.01%
44
262
$13K ﹤0.01%
300
263
$12K ﹤0.01%
+243
264
$12K ﹤0.01%
224
-13
265
$11K ﹤0.01%
1,015
266
$11K ﹤0.01%
996
-35,496
267
$10K ﹤0.01%
300
268
$10K ﹤0.01%
166
269
$9K ﹤0.01%
68
270
$9K ﹤0.01%
362
271
$9K ﹤0.01%
+52
272
$9K ﹤0.01%
463
273
$8K ﹤0.01%
24
-1
274
$8K ﹤0.01%
100
275
$8K ﹤0.01%
94
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9 10
11
12 13