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
176
$2K ﹤0.01%
403
177
$2K ﹤0.01%
+17
178
$2K ﹤0.01%
+10
179
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+14
180
$2K ﹤0.01%
+31
181
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+38
182
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15
-55
183
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+27
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+13
185
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+25
186
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+53
187
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+23
188
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+14
189
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+35
190
$2K ﹤0.01%
+60
191
$2K ﹤0.01%
+11
192
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+16
193
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+32
194
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+34
195
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+42
196
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+30
197
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+61
198
$2K ﹤0.01%
+24
199
$2K ﹤0.01%
+26
200
$2K ﹤0.01%
+16
6 7
8
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