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
$271M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.23M
3
+$4.05M
4
FTV icon
Fortive
FTV
+$4.04M
5
PYPL icon
PayPal
PYPL
+$4.01M

Top Sells

1
+$5.63M
2
+$4.85M
3
+$3.76M
4
BEN icon
Franklin Resources
BEN
+$3.68M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.03M

Sector Composition

1 Technology 26.52%
2 Financials 18.27%
3 Industrials 13.68%
4 Healthcare 10.11%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$179K 0.07%
+3,167
152
$178K 0.07%
1,333
-14
153
$178K 0.07%
3,570
154
$176K 0.07%
3,159
155
$176K 0.07%
3,538
-130
156
$174K 0.06%
3,270
-137
157
$169K 0.06%
+3,269
158
$169K 0.06%
1,662
159
$167K 0.06%
1,892
-60
160
$166K 0.06%
+2,822
161
$165K 0.06%
1,643
-12
162
$164K 0.06%
9,936
163
$161K 0.06%
9,519
164
$153K 0.06%
+2,907
165
$152K 0.06%
+4,766
166
$148K 0.05%
2,901
-81
167
$148K 0.05%
5,860
-888
168
$146K 0.05%
+1,796
169
$145K 0.05%
7,197
170
$143K 0.05%
1,912
-9
171
$143K 0.05%
+3,132
172
$143K 0.05%
7,695
-210
173
$143K 0.05%
2,174
+734
174
$137K 0.05%
3,004
175
$134K 0.05%
4,268
+622
5 6
7
8 9