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
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.26M
3
+$7.91M
4
USFD icon
US Foods
USFD
+$7.79M
5
GS icon
Goldman Sachs
GS
+$7.58M

Top Sells

1
+$9.3M
2
+$8.64M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$8.11M
5
FITB
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$54.5K 0.01%
107
277
$54.1K 0.01%
683
-400
278
$52.7K 0.01%
523
279
$39.7K 0.01%
205
280
$39.4K 0.01%
619
281
$37.2K 0.01%
300
282
$35.4K 0.01%
2,033
-47,069
283
$34.5K 0.01%
772
-18,984
284
$33.2K 0.01%
68
-7
285
$33.2K 0.01%
2,103
-44,692
286
$31.3K 0.01%
564
287
$31K 0.01%
125
288
$30.3K 0.01%
74
-6
289
$30K 0.01%
601
290
$28.6K 0.01%
3,685
-74
291
$27.1K 0.01%
115
292
$26.4K 0.01%
240
293
$26.4K 0.01%
470
294
$24.6K ﹤0.01%
232
295
$24.5K ﹤0.01%
48
296
$24.4K ﹤0.01%
1,149
297
$23K ﹤0.01%
489
298
$22.4K ﹤0.01%
583
299
$22.2K ﹤0.01%
81
300
$22.2K ﹤0.01%
39
+10
10 11
12
13 14