CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.57%
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
176
$137K 0.05%
839
-45
177
$136K 0.05%
+2,197
178
$136K 0.05%
3,688
+3,592
179
$135K 0.05%
4,268
180
$134K 0.05%
2,732
-175
181
$134K 0.05%
2,966
-166
182
$133K 0.05%
+2,482
183
$131K 0.05%
2,009
-108
184
$130K 0.05%
4,491
-275
185
$123K 0.04%
6,855
-342
186
$117K 0.04%
3,255
-23
187
$116K 0.04%
624
-2
188
$115K 0.04%
2,496
-18
189
$115K 0.04%
3,036
-6
190
$114K 0.04%
2,655
-18
191
$111K 0.04%
+2,840
192
$110K 0.04%
+3,514
193
$110K 0.04%
500
194
$104K 0.04%
1,600
195
$103K 0.04%
1,624
196
$98K 0.04%
1,102
197
$92K 0.03%
1,122
198
$89K 0.03%
652
199
$89K 0.03%
457
-40,457
200
$87K 0.03%
1,684
+1,505
6 7
8
9 10