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
$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
151
$188K 0.07%
1,575
-96
152
$187K 0.07%
3,518
153
$178K 0.06%
3,364
-206
154
$173K 0.06%
+6,440
155
$166K 0.06%
1,700
-96
156
$162K 0.06%
1,582
-80
157
$159K 0.06%
+8,563
158
$158K 0.06%
1,912
159
$157K 0.06%
3,004
-155
160
$152K 0.06%
1,604
+310
161
$151K 0.06%
+4,348
162
$151K 0.06%
2,658
-164
163
$149K 0.05%
3,124
-145
164
$148K 0.05%
+2,235
165
$146K 0.05%
7,320
-409
166
$145K 0.05%
9,225
-711
167
$143K 0.05%
1,267
-66
168
$143K 0.05%
4,124
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169
$142K 0.05%
+2,787
170
$141K 0.05%
9,065
-454
171
$141K 0.05%
4,060
-349
172
$140K 0.05%
+2,239
173
$139K 0.05%
1,100
174
$139K 0.05%
2,084
+84
175
$138K 0.05%
2,174
5 6
7
8 9