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
101
$332K 0.12%
7,302
-72
102
$332K 0.12%
4,118
-730
103
$332K 0.12%
6,314
-73
104
$330K 0.12%
+7,495
105
$328K 0.12%
+2,416
106
$328K 0.12%
2,545
-26
107
$327K 0.12%
6,320
-56
108
$325K 0.12%
13,876
-126
109
$324K 0.12%
+8,715
110
$323K 0.12%
+7,983
111
$320K 0.12%
1,653
-19
112
$318K 0.12%
3,912
-71
113
$318K 0.12%
8,508
-154
114
$318K 0.12%
4,653
-49
115
$317K 0.12%
+8,952
116
$316K 0.12%
5,034
-60
117
$316K 0.12%
10,872
+244
118
$315K 0.11%
22,256
-4,736
119
$313K 0.11%
+2,093
120
$313K 0.11%
3,069
-34
121
$312K 0.11%
8,212
-80
122
$308K 0.11%
+2,763
123
$303K 0.11%
1,830
-344
124
$302K 0.11%
+34,950
125
$301K 0.11%
5,923
-113
3 4
5
6 7