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
326
$14K ﹤0.01%
+91
327
$13.7K ﹤0.01%
+131
328
$13.4K ﹤0.01%
+183
329
$12.9K ﹤0.01%
+295
330
$12.8K ﹤0.01%
29
331
$12.8K ﹤0.01%
+600
332
$12.7K ﹤0.01%
78
333
$12.7K ﹤0.01%
+73
334
$10.4K ﹤0.01%
21
-18,679
335
$9.97K ﹤0.01%
225
336
$9.92K ﹤0.01%
449
337
$9.15K ﹤0.01%
+158
338
$8.91K ﹤0.01%
+1,700
339
$8.49K ﹤0.01%
115
340
$6.19K ﹤0.01%
20
341
$6.11K ﹤0.01%
88
-87,398
342
$5.8K ﹤0.01%
11
343
$5.69K ﹤0.01%
71
-24
344
$5.5K ﹤0.01%
233
-917
345
$5.03K ﹤0.01%
39
346
$4.6K ﹤0.01%
+90
347
$4.58K ﹤0.01%
30
+23
348
$4.19K ﹤0.01%
6
349
$4.19K ﹤0.01%
23
350
$4.17K ﹤0.01%
49
12 13
14
15 16