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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.91M
3
+$5.9M
4
ETR icon
Entergy
ETR
+$5.78M
5
EIX icon
Edison International
EIX
+$5.76M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
300
277
$5K ﹤0.01%
+137
278
$5K ﹤0.01%
+108
279
$5K ﹤0.01%
+76
280
$5K ﹤0.01%
+109
281
$5K ﹤0.01%
+59
282
$5K ﹤0.01%
+90
283
$5K ﹤0.01%
390
284
$5K ﹤0.01%
171
285
$5K ﹤0.01%
+53
286
$5K ﹤0.01%
+176
287
$5K ﹤0.01%
+211
288
$5K ﹤0.01%
+216
289
$5K ﹤0.01%
+96
290
$5K ﹤0.01%
+87
291
$5K ﹤0.01%
+143
292
$5K ﹤0.01%
+52
293
$5K ﹤0.01%
+385
294
$5K ﹤0.01%
+154
295
$5K ﹤0.01%
+55
296
$5K ﹤0.01%
+49
297
$5K ﹤0.01%
+54
298
$5K ﹤0.01%
+62
299
$5K ﹤0.01%
+50
300
$5K ﹤0.01%
+180
10 11
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