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
$376M
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$8.12M
3
+$7.6M
4
EBAY icon
eBay
EBAY
+$7.58M
5
TSLA icon
Tesla
TSLA
+$7.04M

Top Sells

1
+$11.5M
2
+$10.4M
3
+$9.96M
4
MMM icon
3M
MMM
+$9.59M
5
MCK icon
McKesson
MCK
+$9.56M

Sector Composition

1 Healthcare 19.36%
2 Consumer Discretionary 15.29%
3 Consumer Staples 11.75%
4 Financials 11.45%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
+40
152
$2K ﹤0.01%
+33
153
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+14
154
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+58
155
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+17
156
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+25
157
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+9
158
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159
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160
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161
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162
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163
$2K ﹤0.01%
+23
164
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+22
165
$2K ﹤0.01%
+25
166
$2K ﹤0.01%
+33
167
$2K ﹤0.01%
+69
168
$2K ﹤0.01%
+10
169
$2K ﹤0.01%
+47
170
$2K ﹤0.01%
+37
171
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+7
172
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+23
173
$2K ﹤0.01%
+18
174
$2K ﹤0.01%
+30
175
$2K ﹤0.01%
+42
5 6
7
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