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
$329M
AUM Growth
-$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.51M
3
+$4.91M
4
ZION icon
Zions Bancorporation
ZION
+$466K
5
REG icon
Regency Centers
REG
+$439K

Top Sells

1
+$7.27M
2
+$6.74M
3
+$4.66M
4
GPN icon
Global Payments
GPN
+$965K
5
ZBRA icon
Zebra Technologies
ZBRA
+$712K

Sector Composition

1 Financials 18.72%
2 Technology 16.88%
3 Industrials 14.16%
4 Healthcare 10.47%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
9
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278
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279
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280
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281
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282
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283
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284
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285
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286
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288
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8 9 10 11
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