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
$276M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.33M
3
+$4.19M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.09M
5
WRK
WestRock Company
WRK
+$3.57M

Top Sells

1
+$5.79M
2
+$4.94M
3
+$4.37M
4
DISH
DISH Network Corp.
DISH
+$4.14M
5
UVV icon
Universal Corp
UVV
+$3.92M

Sector Composition

1 Technology 26.73%
2 Financials 17.12%
3 Industrials 13.97%
4 Healthcare 10.04%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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527
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-2,826
531
$0 ﹤0.01%
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532
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4
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535
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536
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-14,921
537
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539
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540
$0 ﹤0.01%
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541
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$0 ﹤0.01%
+1
547
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-68,352
548
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549
$0 ﹤0.01%
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550
$0 ﹤0.01%
+6
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