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
$516M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$8.22M
3
+$8.18M
4
MSFT icon
Microsoft
MSFT
+$7.87M
5
KLAC icon
KLA
KLAC
+$7.57M

Top Sells

1
+$10.8M
2
+$8.73M
3
+$8.38M
4
OKE icon
Oneok
OKE
+$7.5M
5
AVB icon
AvalonBay Communities
AVB
+$7.01M

Sector Composition

1 Technology 21.96%
2 Financials 20.35%
3 Communication Services 11.23%
4 Industrials 9.8%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47.9K 0.01%
440
-14
277
$47.1K 0.01%
1,500
-175
278
$40.2K 0.01%
205
279
$40.1K 0.01%
619
280
$38K 0.01%
2,033
281
$34.4K 0.01%
300
282
$33.3K 0.01%
484
-80
283
$33.1K 0.01%
61
-7
284
$33K 0.01%
125
285
$32.5K 0.01%
53
+14
286
$30.5K 0.01%
363
-320
287
$29.6K 0.01%
3,685
288
$27.1K 0.01%
48
289
$27.1K 0.01%
240
290
$26.4K 0.01%
115
291
$26K 0.01%
1,149
292
$25.8K 0.01%
248
293
$25.1K ﹤0.01%
232
294
$24.9K ﹤0.01%
191
295
$24.8K ﹤0.01%
583
296
$24.1K ﹤0.01%
135
297
$23.9K ﹤0.01%
470
298
$23.8K ﹤0.01%
74
299
$23.6K ﹤0.01%
162
-24
300
$23.2K ﹤0.01%
123
10 11
12
13 14