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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.25M
3
+$4.87M
4
ALV icon
Autoliv
ALV
+$4.54M
5
ABT icon
Abbott
ABT
+$4.5M

Top Sells

1
+$7.31M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$660K 0.24%
4,902
52
$625K 0.23%
8,721
+19
53
$624K 0.23%
7,945
-81
54
$623K 0.23%
7,982
-118
55
$595K 0.22%
4,734
+1,344
56
$587K 0.21%
22,087
-2,701
57
$574K 0.21%
97,000
+5,800
58
$570K 0.21%
10,432
+5,562
59
$550K 0.2%
12,341
-168
60
$542K 0.2%
6,491
+539
61
$513K 0.19%
8,386
-205
62
$467K 0.17%
+22,132
63
$464K 0.17%
6,365
-76
64
$454K 0.17%
+8,157
65
$454K 0.17%
14,794
-155
66
$449K 0.16%
6,739
-76
67
$445K 0.16%
5,268
-55
68
$433K 0.16%
6,577
-66
69
$430K 0.16%
27,104
+3,611
70
$423K 0.15%
+11,301
71
$421K 0.15%
6,461
-68
72
$415K 0.15%
13,656
-147
73
$411K 0.15%
5,516
-59
74
$409K 0.15%
+26,755
75
$409K 0.15%
+14,885
1 2
3
4 5