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
301
$21.7K ﹤0.01%
248
302
$21.6K ﹤0.01%
191
303
$21.2K ﹤0.01%
135
304
$21.1K ﹤0.01%
60
305
$20.8K ﹤0.01%
206
306
$20.5K ﹤0.01%
263
307
$20.5K ﹤0.01%
1,088
308
$20.4K ﹤0.01%
+571
309
$19.6K ﹤0.01%
123
310
$18.6K ﹤0.01%
761
311
$17.9K ﹤0.01%
100
312
$17.7K ﹤0.01%
+64
313
$17.5K ﹤0.01%
+52
314
$17.2K ﹤0.01%
157
315
$17.2K ﹤0.01%
+186
316
$17K ﹤0.01%
118
-27
317
$16.7K ﹤0.01%
+166
318
$16.6K ﹤0.01%
29
319
$16.5K ﹤0.01%
+355
320
$16.4K ﹤0.01%
+110
321
$16.2K ﹤0.01%
+125
322
$15.8K ﹤0.01%
+39
323
$15.3K ﹤0.01%
400
324
$14.8K ﹤0.01%
121
325
$14.7K ﹤0.01%
+432