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
$498M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10M
3
+$9.72M
4
HDS
HD Supply Holdings, Inc.
HDS
+$9.68M
5
META icon
Meta Platforms (Facebook)
META
+$9.52M

Top Sells

1
+$13.3M
2
+$12.9M
3
+$9.82M
4
VMW
VMware, Inc
VMW
+$8.89M
5
CAT icon
Caterpillar
CAT
+$8.17M

Sector Composition

1 Healthcare 25.29%
2 Technology 15.94%
3 Consumer Staples 13.38%
4 Industrials 10.06%
5 Real Estate 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
85
-158,725
152
$5K ﹤0.01%
125
-63
153
$4K ﹤0.01%
100
154
$3K ﹤0.01%
60
155
$3K ﹤0.01%
+40
156
$3K ﹤0.01%
+516
157
$3K ﹤0.01%
35
158
$2K ﹤0.01%
404
159
$2K ﹤0.01%
300
160
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162
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-931
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4 5 6
7
8