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
301
$23.2K ﹤0.01%
110
302
$22.5K ﹤0.01%
81
303
$22.1K ﹤0.01%
+359
304
$21.9K ﹤0.01%
206
305
$21.8K ﹤0.01%
456
-115
306
$21.8K ﹤0.01%
118
307
$21.5K ﹤0.01%
+26
308
$21K ﹤0.01%
146
-20
309
$20.3K ﹤0.01%
350
-251
310
$19.6K ﹤0.01%
52
311
$18.9K ﹤0.01%
+256
312
$17.2K ﹤0.01%
121
313
$16.9K ﹤0.01%
125
314
$16.4K ﹤0.01%
+98
315
$16.1K ﹤0.01%
355
316
$16K ﹤0.01%
+44
317
$15.9K ﹤0.01%
100
318
$15.7K ﹤0.01%
91
319
$15.7K ﹤0.01%
64
320
$15.6K ﹤0.01%
186
+115
321
$15.5K ﹤0.01%
+298
322
$15.2K ﹤0.01%
78
323
$15.2K ﹤0.01%
183
324
$15.2K ﹤0.01%
82
+52
325
$15K ﹤0.01%
+185
11 12
13
14 15