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
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.31M
3
+$5.91M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$242K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$230K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$856K
5
INGR icon
Ingredion
INGR
+$688K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
+55
202
$7K ﹤0.01%
+77
203
$7K ﹤0.01%
+46
204
$6K ﹤0.01%
75
+49
205
$6K ﹤0.01%
80
+56
206
$6K ﹤0.01%
+474
207
$6K ﹤0.01%
140
+80
208
$6K ﹤0.01%
44
+2
209
$5K ﹤0.01%
100
210
$5K ﹤0.01%
55
+20
211
$4K ﹤0.01%
+131
212
$4K ﹤0.01%
30
213
$4K ﹤0.01%
150
-90
214
$4K ﹤0.01%
39
+17
215
$4K ﹤0.01%
80
+32
216
$4K ﹤0.01%
+122
217
$4K ﹤0.01%
128
-36
218
$4K ﹤0.01%
40
-9
219
$4K ﹤0.01%
+120
220
$3K ﹤0.01%
55
221
$3K ﹤0.01%
+87
222
$3K ﹤0.01%
81
+16
223
$3K ﹤0.01%
+32
224
$3K ﹤0.01%
37
+10
225
$3K ﹤0.01%
+64
7 8
9
10 11