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
351
$2K ﹤0.01%
+24
352
$2K ﹤0.01%
+42
353
$2K ﹤0.01%
+21
354
$2K ﹤0.01%
167
-17,892
355
$2K ﹤0.01%
+75
356
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+18
357
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+67
358
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+38
359
$2K ﹤0.01%
+17
360
$2K ﹤0.01%
+17
361
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+21
362
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+20
363
$2K ﹤0.01%
+30
364
$2K ﹤0.01%
+51
365
$2K ﹤0.01%
+42
366
$2K ﹤0.01%
+36
367
$2K ﹤0.01%
+25
368
$2K ﹤0.01%
+39
369
$2K ﹤0.01%
+22
370
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+23
371
$2K ﹤0.01%
+38
372
$2K ﹤0.01%
+27
373
$2K ﹤0.01%
+68
374
$2K ﹤0.01%
+17
375
$2K ﹤0.01%
+74
13 14
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