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
$495M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.3M
3
+$11.2M
4
BUD icon
AB InBev
BUD
+$11.1M
5
KO icon
Coca-Cola
KO
+$9.99M

Top Sells

1
+$12.5M
2
+$11.1M
3
+$10.4M
4
BDC icon
Belden
BDC
+$9.87M
5
GG
Goldcorp Inc
GG
+$9.47M

Sector Composition

1 Healthcare 23.73%
2 Technology 19.2%
3 Industrials 9.85%
4 Materials 9.55%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
99
-35
127
$8K ﹤0.01%
+70
128
$8K ﹤0.01%
+171
129
$8K ﹤0.01%
65
130
$8K ﹤0.01%
50
131
$8K ﹤0.01%
360
132
$8K ﹤0.01%
230
133
$8K ﹤0.01%
188
+58
134
$8K ﹤0.01%
46
135
$8K ﹤0.01%
80
136
$8K ﹤0.01%
308
137
$8K ﹤0.01%
+150
138
$7K ﹤0.01%
124
-200
139
$7K ﹤0.01%
100
140
$7K ﹤0.01%
125
141
$7K ﹤0.01%
220
142
$7K ﹤0.01%
+300
143
$7K ﹤0.01%
180
144
$7K ﹤0.01%
70
145
$6K ﹤0.01%
175
146
$6K ﹤0.01%
100
147
$5K ﹤0.01%
140
148
$5K ﹤0.01%
142
149
$5K ﹤0.01%
135
150
$5K ﹤0.01%
125
4 5
6
7 8