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
276
$8K ﹤0.01%
155
277
$8K ﹤0.01%
173
+18
278
$7K ﹤0.01%
405
279
$7K ﹤0.01%
52
-31
280
$7K ﹤0.01%
500
281
$6K ﹤0.01%
239
282
$6K ﹤0.01%
190
283
$6K ﹤0.01%
373
284
$6K ﹤0.01%
105
285
$6K ﹤0.01%
136
286
$6K ﹤0.01%
113
287
$6K ﹤0.01%
233
+33
288
$6K ﹤0.01%
65
289
$5K ﹤0.01%
131
290
$5K ﹤0.01%
390
291
$5K ﹤0.01%
49
292
$5K ﹤0.01%
32
293
$5K ﹤0.01%
14
294
$5K ﹤0.01%
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295
$5K ﹤0.01%
300
296
$5K ﹤0.01%
25
297
$5K ﹤0.01%
+48
298
$5K ﹤0.01%
48
299
$5K ﹤0.01%
38
300
$4K ﹤0.01%
32
10 11
12
13 14