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
126
$293K 0.11%
5,159
-58
127
$293K 0.11%
10,180
-104
128
$292K 0.11%
6,745
-2,760
129
$278K 0.1%
3,797
-949
130
$270K 0.1%
761
-78
131
$265K 0.1%
4,913
132
$256K 0.09%
4,327
-49
133
$250K 0.09%
3,607
-35
134
$250K 0.09%
6,244
-598
135
$244K 0.09%
4,997
-59
136
$240K 0.09%
7,876
-57
137
$237K 0.09%
16,792
-133
138
$237K 0.09%
7,775
-56
139
$229K 0.08%
12,150
-606
140
$228K 0.08%
2,680
+20
141
$226K 0.08%
9,976
-66
142
$224K 0.08%
7,752
-104
143
$221K 0.08%
+736
144
$215K 0.08%
8,660
145
$215K 0.08%
1,079
-56
146
$211K 0.08%
+8,776
147
$205K 0.07%
3,130
-168
148
$200K 0.07%
3,960
+18
149
$193K 0.07%
2,983
-184
150
$192K 0.07%
6,022
-639
4 5
6
7 8