CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.57%
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
76
$408K 0.15%
5,849
+65
77
$407K 0.15%
2,815
-27
78
$406K 0.15%
9,141
-95
79
$405K 0.15%
5,541
-57
80
$403K 0.15%
2,410
-28
81
$396K 0.14%
8,302
-181
82
$395K 0.14%
5,330
-106
83
$391K 0.14%
5,414
-55
84
$391K 0.14%
5,801
-60
85
$387K 0.14%
2,818
+2,781
86
$386K 0.14%
+28,792
87
$385K 0.14%
4,230
-6
88
$383K 0.14%
17,600
-164
89
$383K 0.14%
3,830
-40
90
$376K 0.14%
+7,143
91
$374K 0.14%
13,335
+206
92
$371K 0.14%
3,330
-65
93
$368K 0.13%
2,492
-55
94
$367K 0.13%
5,010
-51
95
$367K 0.13%
6,967
-76
96
$366K 0.13%
5,607
-58
97
$358K 0.13%
1,861
-19
98
$352K 0.13%
5,984
-104
99
$352K 0.13%
10,873
+147
100
$345K 0.13%
3,367
-33
2 3
4
5 6