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
$258M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.04M
3
+$3.96M
4
SPG icon
Simon Property Group
SPG
+$3.93M
5
DIS icon
Walt Disney
DIS
+$3.89M

Top Sells

1
+$4.44M
2
+$4.33M
3
+$3.33M
4
TIF
Tiffany & Co.
TIF
+$3.23M
5
CIT
CIT Group Inc.
CIT
+$3.15M

Sector Composition

1 Technology 25.39%
2 Healthcare 16%
3 Financials 9.85%
4 Consumer Staples 8.74%
5 Real Estate 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
122
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32
278
$5K ﹤0.01%
390
279
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+94
280
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+230
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$5K ﹤0.01%
300
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$4K ﹤0.01%
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+17
286
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$3K ﹤0.01%
60
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+47
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$2K ﹤0.01%
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5
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$1K ﹤0.01%
12
299
$1K ﹤0.01%
+56
300
$1K ﹤0.01%
12
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