CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.18M
3
+$6.07M
4
TMUS icon
T-Mobile US
TMUS
+$5.08M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.13M

Top Sells

1
+$5.93M
2
+$5.32M
3
+$5.24M
4
BKR icon
Baker Hughes
BKR
+$4.61M
5
SEE icon
Sealed Air
SEE
+$618K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 15.07%
3 Energy 14.25%
4 Financials 13.67%
5 Industrials 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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330
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335
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340
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-6,667
341
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342
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343
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345
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346
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