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
276
$9K ﹤0.01%
+209
277
$9K ﹤0.01%
+49
278
$8K ﹤0.01%
+160
279
$8K ﹤0.01%
+300
280
$8K ﹤0.01%
+220
281
$7K ﹤0.01%
+21
282
$7K ﹤0.01%
+100
283
$7K ﹤0.01%
+84
284
$7K ﹤0.01%
+500
285
$7K ﹤0.01%
+64
286
$7K ﹤0.01%
+59
287
$6K ﹤0.01%
+131
288
$6K ﹤0.01%
+100
289
$6K ﹤0.01%
+373
290
$6K ﹤0.01%
+46
291
$6K ﹤0.01%
+68
292
$6K ﹤0.01%
+55
293
$5K ﹤0.01%
+390
294
$5K ﹤0.01%
+30
295
$5K ﹤0.01%
+239
296
$5K ﹤0.01%
+36
297
$5K ﹤0.01%
300
-12,974
298
$4K ﹤0.01%
+46
299
$4K ﹤0.01%
+292
300
$4K ﹤0.01%
+65
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