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
$284M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.77M
3
+$5.73M
4
FANG icon
Diamondback Energy
FANG
+$5.47M
5
POT
Potash Corp Of Saskatchewan
POT
+$5.45M

Top Sells

1
+$10.2M
2
+$8.27M
3
+$8.15M
4
NI icon
NiSource
NI
+$7.63M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$6.96M

Sector Composition

1 Technology 22.84%
2 Industrials 19.22%
3 Financials 16.42%
4 Energy 11.43%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
27
277
$1K ﹤0.01%
5
278
$1K ﹤0.01%
22
279
$1K ﹤0.01%
40
280
$1K ﹤0.01%
20
281
$1K ﹤0.01%
11
282
$1K ﹤0.01%
25
283
$1K ﹤0.01%
17
284
– –
-38
285
– –
-4,756
286
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-2,536
287
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-131,917
288
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-169
289
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-247
290
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-1,811
291
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-810
292
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-64
293
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-593
294
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-149,146
295
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-12
296
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-107
297
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-34
298
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-4,864
299
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-5,433
300
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-366
10 11
12
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