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
301
$5K ﹤0.01%
+657
302
$5K ﹤0.01%
+58
303
$5K ﹤0.01%
+48
304
$5K ﹤0.01%
+114
305
$5K ﹤0.01%
+218
306
$5K ﹤0.01%
+65
307
$5K ﹤0.01%
+141
308
$5K ﹤0.01%
+125
309
$5K ﹤0.01%
+81
310
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+169
311
$5K ﹤0.01%
+154
312
$5K ﹤0.01%
+382
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$5K ﹤0.01%
11
314
$5K ﹤0.01%
+308
315
$5K ﹤0.01%
+117
316
$5K ﹤0.01%
161
-5,314
317
$5K ﹤0.01%
+57
318
$5K ﹤0.01%
+287
319
$5K ﹤0.01%
+58
320
$5K ﹤0.01%
+162
321
$5K ﹤0.01%
+764
322
$4K ﹤0.01%
11
323
$4K ﹤0.01%
17
324
$4K ﹤0.01%
+139
325
$4K ﹤0.01%
17
11 12
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14 15