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
$271M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.23M
3
+$4.05M
4
FTV icon
Fortive
FTV
+$4.04M
5
PYPL icon
PayPal
PYPL
+$4.01M

Top Sells

1
+$5.63M
2
+$4.85M
3
+$3.76M
4
BEN icon
Franklin Resources
BEN
+$3.68M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.03M

Sector Composition

1 Technology 26.52%
2 Financials 18.27%
3 Industrials 13.68%
4 Healthcare 10.11%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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503
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506
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507
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508
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509
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-8,738
510
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511
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512
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513
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17 18 19 20
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