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
$259M
AUM Growth
+$626K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.62M
3
+$5.6M
4
PG icon
Procter & Gamble
PG
+$4.06M
5
DRI icon
Darden Restaurants
DRI
+$3.95M

Top Sells

1
+$4.87M
2
+$4.75M
3
+$4.26M
4
MKL icon
Markel Group
MKL
+$4.11M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$4.1M

Sector Composition

1 Technology 26.53%
2 Consumer Staples 11.11%
3 Industrials 10.54%
4 Financials 9.14%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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339
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340
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341
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342
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343
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