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
326
$14.8K ﹤0.01%
432
327
$14.8K ﹤0.01%
146
+97
328
$14.3K ﹤0.01%
90
+63
329
$14.2K ﹤0.01%
+145
330
$13.8K ﹤0.01%
73
331
$13.6K ﹤0.01%
18
+12
332
$13.6K ﹤0.01%
94
+68
333
$13.5K ﹤0.01%
+281
334
$13.1K ﹤0.01%
27
+16
335
$13.1K ﹤0.01%
+363
336
$12.9K ﹤0.01%
+345
337
$12.7K ﹤0.01%
+102
338
$12.6K ﹤0.01%
39
339
$12.4K ﹤0.01%
131
340
$12.4K ﹤0.01%
600
341
$12.2K ﹤0.01%
75
+52
342
$12.2K ﹤0.01%
40
+29
343
$11.7K ﹤0.01%
225
344
$11.6K ﹤0.01%
+17
345
$11K ﹤0.01%
472
+23
346
$8.72K ﹤0.01%
115
347
$8.04K ﹤0.01%
90
348
$6.64K ﹤0.01%
88
349
$6.35K ﹤0.01%
20
350
$4.85K ﹤0.01%
39
12 13
14
15 16