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
326
$3K ﹤0.01%
+81
327
$3K ﹤0.01%
+31
328
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+12
330
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+46
331
$3K ﹤0.01%
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332
$3K ﹤0.01%
+64
333
$3K ﹤0.01%
+83
334
$3K ﹤0.01%
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335
$3K ﹤0.01%
+70
336
$3K ﹤0.01%
+648
337
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338
$3K ﹤0.01%
+61
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$3K ﹤0.01%
+38
340
$3K ﹤0.01%
+61
341
$3K ﹤0.01%
+28
342
$3K ﹤0.01%
+54
343
$3K ﹤0.01%
+83
344
$3K ﹤0.01%
+96
345
$2K ﹤0.01%
+27
346
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+36
347
$2K ﹤0.01%
+26
348
$2K ﹤0.01%
+5
349
$2K ﹤0.01%
+9
350
$2K ﹤0.01%
+31
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