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
451
$1K ﹤0.01%
+33
452
$1K ﹤0.01%
+71
453
$1K ﹤0.01%
+63
454
$1K ﹤0.01%
+11
455
$1K ﹤0.01%
+10
456
$1K ﹤0.01%
+17
457
$1K ﹤0.01%
+24
458
$1K ﹤0.01%
+110
459
$1K ﹤0.01%
+7
460
$1K ﹤0.01%
+15
461
$1K ﹤0.01%
+34
462
$1K ﹤0.01%
+14
463
$1K ﹤0.01%
+19
464
$1K ﹤0.01%
+27
465
$1K ﹤0.01%
+16
466
$1K ﹤0.01%
+33
467
$1K ﹤0.01%
+27
468
$1K ﹤0.01%
+17
469
$1K ﹤0.01%
+28
470
$1K ﹤0.01%
54
-9,337
471
$1K ﹤0.01%
+34
472
$1K ﹤0.01%
+18
473
$1K ﹤0.01%
+21
474
$1K ﹤0.01%
+6
475
$1K ﹤0.01%
+21
17 18
19
20 21