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
$326M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$7.24M
3
+$6.73M
4
ATR icon
AptarGroup
ATR
+$6.69M
5
COST icon
Costco
COST
+$6.68M

Top Sells

1
+$10.4M
2
+$9.13M
3
+$8.19M
4
WBS icon
Webster Financial
WBS
+$7.36M
5
NFLX icon
Netflix
NFLX
+$6.9M

Sector Composition

1 Consumer Staples 25.18%
2 Technology 11.77%
3 Industrials 11.61%
4 Financials 10.81%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+61
152
$2K ﹤0.01%
23
153
$2K ﹤0.01%
+58
154
$2K ﹤0.01%
13
-66,630
155
$2K ﹤0.01%
140
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31
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$2K ﹤0.01%
+28
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72
159
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+22
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$2K ﹤0.01%
+48
161
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16
162
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+25
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25
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+7
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24
166
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47
167
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+33
174
$2K ﹤0.01%
65
175
$2K ﹤0.01%
60
5 6
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8 9