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
$308M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.41M
3
+$6.28M
4
BDX icon
Becton Dickinson
BDX
+$6.25M
5
PG icon
Procter & Gamble
PG
+$6.16M

Top Sells

1
+$8.69M
2
+$8.06M
3
+$7.68M
4
MCO icon
Moody's
MCO
+$7.1M
5
ZTS icon
Zoetis
ZTS
+$6.57M

Sector Composition

1 Healthcare 18.62%
2 Financials 14.7%
3 Energy 12.88%
4 Consumer Staples 11.59%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
96
277
$5K ﹤0.01%
52
278
$5K ﹤0.01%
385
279
$5K ﹤0.01%
154
280
$5K ﹤0.01%
55
281
$5K ﹤0.01%
49
282
$5K ﹤0.01%
141
283
$5K ﹤0.01%
125
284
$5K ﹤0.01%
169
285
$5K ﹤0.01%
308
286
$5K ﹤0.01%
161
287
$5K ﹤0.01%
57
288
$5K ﹤0.01%
+67
289
$5K ﹤0.01%
9
290
$5K ﹤0.01%
+81
291
$5K ﹤0.01%
62
292
$5K ﹤0.01%
180
293
$5K ﹤0.01%
58
294
$5K ﹤0.01%
162
295
$5K ﹤0.01%
65
296
$4K ﹤0.01%
137
297
$4K ﹤0.01%
287
298
$4K ﹤0.01%
211
299
$4K ﹤0.01%
350
-459,681
300
$4K ﹤0.01%
40
-65,020
10 11
12
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