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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.35M
4
HRL icon
Hormel Foods
HRL
+$4.09M
5
UHS icon
Universal Health Services
UHS
+$4.07M

Top Sells

1
+$5.76M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
12
-388
277
$1K ﹤0.01%
+19
278
$1K ﹤0.01%
+25
279
$1K ﹤0.01%
+12
280
$1K ﹤0.01%
+15
281
$1K ﹤0.01%
+21
282
$1K ﹤0.01%
5
283
$1K ﹤0.01%
+26
284
$1K ﹤0.01%
+5
285
$1K ﹤0.01%
+14
286
– –
-2,069
287
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-9,065
288
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-8,952
289
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-61,774
290
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291
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-10,873
292
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293
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-74
294
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295
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296
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-201
297
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-867
298
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-10,180
299
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-2,787
300
– –
-5,159
10 11
12
13 14