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
$276M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.33M
3
+$4.19M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.09M
5
WRK
WestRock Company
WRK
+$3.57M

Top Sells

1
+$5.79M
2
+$4.94M
3
+$4.37M
4
DISH
DISH Network Corp.
DISH
+$4.14M
5
UVV icon
Universal Corp
UVV
+$3.92M

Sector Composition

1 Technology 26.73%
2 Financials 17.12%
3 Industrials 13.97%
4 Healthcare 10.04%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
21
277
$7K ﹤0.01%
100
278
$7K ﹤0.01%
500
279
$6K ﹤0.01%
68
280
$6K ﹤0.01%
300
281
$6K ﹤0.01%
59
282
$6K ﹤0.01%
373
283
$6K ﹤0.01%
+60
284
$6K ﹤0.01%
46
285
$5K ﹤0.01%
390
286
$5K ﹤0.01%
30
287
$5K ﹤0.01%
239
288
$5K ﹤0.01%
123
-97
289
$5K ﹤0.01%
35
-20
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$5K ﹤0.01%
224
291
$5K ﹤0.01%
31
-56
292
$5K ﹤0.01%
25
-24
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$5K ﹤0.01%
131
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$4K ﹤0.01%
46
295
$4K ﹤0.01%
36
296
$4K ﹤0.01%
54
297
$4K ﹤0.01%
80
298
$4K ﹤0.01%
+38
299
$4K ﹤0.01%
65
300
$4K ﹤0.01%
+32
10 11
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