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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.9M
3
+$5.79M
4
GRMN icon
Garmin
GRMN
+$5.74M
5
NOV icon
NOV
NOV
+$5.69M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.63%
3 Consumer Staples 14.3%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K ﹤0.01%
+838
202
$10K ﹤0.01%
170
203
$9K ﹤0.01%
+315
204
$9K ﹤0.01%
+247
205
$8K ﹤0.01%
125
206
$7K ﹤0.01%
474
207
$7K ﹤0.01%
77
208
$7K ﹤0.01%
46
209
$7K ﹤0.01%
80
210
$6K ﹤0.01%
55
211
$6K ﹤0.01%
44
212
$6K ﹤0.01%
+112
213
$6K ﹤0.01%
140
214
$6K ﹤0.01%
75
215
$5K ﹤0.01%
100
216
$5K ﹤0.01%
39
217
$4K ﹤0.01%
131
218
$4K ﹤0.01%
30
219
$4K ﹤0.01%
80
220
$4K ﹤0.01%
45
+10
221
$4K ﹤0.01%
122
222
$4K ﹤0.01%
128
223
$4K ﹤0.01%
120
224
$3K ﹤0.01%
58
225
$3K ﹤0.01%
34
7 8
9
10 11