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
$300M
AUM Growth
-$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.28M
3
+$5.11M
4
AEP icon
American Electric Power
AEP
+$5M
5
FISV
Fiserv Inc
FISV
+$4.87M

Top Sells

1
+$4.63M
2
+$4.25M
3
+$4.19M
4
EMN icon
Eastman Chemical
EMN
+$4.19M
5
DD icon
DuPont de Nemours
DD
+$3.82M

Sector Composition

1 Healthcare 20.43%
2 Energy 14.64%
3 Financials 13.59%
4 Consumer Staples 11.43%
5 Industrials 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-657
352
– –
-125
353
– –
-218
354
– –
-4,095
355
– –
-4,459
356
– –
-21
357
– –
-382
358
– –
-10,697
359
– –
-57
360
– –
-1,112
361
– –
-52
362
– –
-1,875
363
– –
-4,325
11 12 13 14
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