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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.44M
3
+$4.3M
4
LSI
Life Storage, Inc.
LSI
+$4.17M
5
SYY icon
Sysco
SYY
+$3.81M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
+100
277
$1K ﹤0.01%
+30
278
$1K ﹤0.01%
50
279
$1K ﹤0.01%
16
280
$1K ﹤0.01%
17
281
$1K ﹤0.01%
12
282
$1K ﹤0.01%
21
283
$1K ﹤0.01%
5
284
$1K ﹤0.01%
12
285
$1K ﹤0.01%
25
286
$1K ﹤0.01%
15
287
$1K ﹤0.01%
+8
288
$1K ﹤0.01%
19
289
$1K ﹤0.01%
26
290
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291
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-5,386
292
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-41,076
293
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294
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-1,582
295
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296
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-8,258
297
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298
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299
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300
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-3,809
10 11
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