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
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.31M
3
+$5.91M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$242K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$230K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$856K
5
INGR icon
Ingredion
INGR
+$688K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
+384
127
$16K 0.01%
+301
128
$16K 0.01%
+308
129
$16K 0.01%
+9,160
130
$16K 0.01%
+285
131
$16K 0.01%
+137
132
$16K 0.01%
+120
133
$16K 0.01%
+248
134
$16K 0.01%
+324
135
$16K 0.01%
+365
136
$16K 0.01%
+453
137
$16K 0.01%
+296
138
$16K 0.01%
+855
139
$16K 0.01%
+568
140
$16K 0.01%
+1,219
141
$16K 0.01%
+2,597
142
$15K ﹤0.01%
+944
143
$15K ﹤0.01%
+198
144
$15K ﹤0.01%
+667
145
$15K ﹤0.01%
+271
146
$15K ﹤0.01%
+498
147
$15K ﹤0.01%
+316
148
$15K ﹤0.01%
+195
149
$15K ﹤0.01%
+237
150
$15K ﹤0.01%
+168
4 5
6
7 8