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
$509M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.1M
3
+$12M
4
BSX icon
Boston Scientific
BSX
+$11.9M
5
SOHU
Sohu.com
SOHU
+$11.2M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$11.9M
4
VRSK icon
Verisk Analytics
VRSK
+$11.9M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$11.3M

Sector Composition

1 Healthcare 18.65%
2 Financials 16.35%
3 Technology 16.25%
4 Industrials 14.23%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.01%
1,200
102
$26K 0.01%
209
103
$25K ﹤0.01%
+571
104
$25K ﹤0.01%
200
105
$21K ﹤0.01%
+290
106
$20K ﹤0.01%
+367
107
$20K ﹤0.01%
425
108
$19K ﹤0.01%
+581
109
$17K ﹤0.01%
+340
110
$17K ﹤0.01%
354
111
$16K ﹤0.01%
+284
112
$16K ﹤0.01%
+329
113
$16K ﹤0.01%
200
114
$16K ﹤0.01%
1,000
-730,526
115
$16K ﹤0.01%
+484
116
$16K ﹤0.01%
+180
117
$15K ﹤0.01%
675
118
$15K ﹤0.01%
410
119
$15K ﹤0.01%
+345
120
$14K ﹤0.01%
+275
121
$14K ﹤0.01%
+550
122
$14K ﹤0.01%
1,011
123
$14K ﹤0.01%
+1,000
124
$12K ﹤0.01%
+165
125
$11K ﹤0.01%
409
3 4
5
6 7