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
$516M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$8.22M
3
+$8.18M
4
MSFT icon
Microsoft
MSFT
+$7.87M
5
KLAC icon
KLA
KLAC
+$7.57M

Top Sells

1
+$10.8M
2
+$8.73M
3
+$8.38M
4
OKE icon
Oneok
OKE
+$7.5M
5
AVB icon
AvalonBay Communities
AVB
+$7.01M

Sector Composition

1 Technology 21.96%
2 Financials 20.35%
3 Communication Services 11.23%
4 Industrials 9.8%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.26%
4,142
-103
52
$1.31M 0.25%
25,147
+1,043
53
$1.28M 0.25%
4,069
-182
54
$1.2M 0.23%
5,996
-288
55
$1.2M 0.23%
42,222
+2,076
56
$1.19M 0.23%
19,237
+1,005
57
$1.19M 0.23%
28,500
+1,333
58
$1.18M 0.23%
14,409
+7,910
59
$1.15M 0.22%
27,461
+1,764
60
$1.15M 0.22%
268
+1
61
$1.12M 0.22%
23,813
+1,570
62
$1.1M 0.21%
2,194
-77
63
$1.07M 0.21%
37,721
-3,487
64
$1.06M 0.21%
7,915
+3,273
65
$1.03M 0.2%
17,566
-322
66
$1.02M 0.2%
6,604
+1,698
67
$1M 0.19%
5,616
+11
68
$985K 0.19%
+7,638
69
$969K 0.19%
+10,994
70
$964K 0.19%
14,256
+9,581
71
$962K 0.19%
+33,881
72
$946K 0.18%
3,064
-110
73
$940K 0.18%
2,850
-218
74
$937K 0.18%
9,338
-239
75
$934K 0.18%
980
-44
1 2
3
4 5