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
$280M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.46M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$4.34M
5
MAR icon
Marriott International
MAR
+$4.32M

Top Sells

1
+$5.6M
2
+$5.46M
3
+$5.33M
4
J icon
Jacobs Solutions
J
+$4.83M
5
DFS
Discover Financial Services
DFS
+$4.79M

Sector Composition

1 Technology 25.94%
2 Financials 16.28%
3 Industrials 14.09%
4 Healthcare 13.41%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
+36
302
$4K ﹤0.01%
+113
303
$4K ﹤0.01%
+154
304
$4K ﹤0.01%
+71
305
$4K ﹤0.01%
+48
306
$4K ﹤0.01%
106
-105,820
307
$4K ﹤0.01%
+45
308
$4K ﹤0.01%
+224
309
$4K ﹤0.01%
+129
310
$4K ﹤0.01%
+28
311
$4K ﹤0.01%
+20
312
$4K ﹤0.01%
+23
313
$4K ﹤0.01%
+31
314
$4K ﹤0.01%
+32
315
$4K ﹤0.01%
+51
316
$4K ﹤0.01%
+32
317
$4K ﹤0.01%
+44
318
$4K ﹤0.01%
+82
319
$4K ﹤0.01%
+54
320
$4K ﹤0.01%
+80
321
$3K ﹤0.01%
+27
322
$3K ﹤0.01%
+37
323
$3K ﹤0.01%
+27
324
$3K ﹤0.01%
+66
325
$3K ﹤0.01%
+42
11 12
13
14 15