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
$284M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.77M
3
+$5.73M
4
FANG icon
Diamondback Energy
FANG
+$5.47M
5
POT
Potash Corp Of Saskatchewan
POT
+$5.45M

Top Sells

1
+$10.2M
2
+$8.27M
3
+$8.15M
4
NI icon
NiSource
NI
+$7.63M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$6.96M

Sector Composition

1 Technology 22.84%
2 Industrials 19.22%
3 Financials 16.42%
4 Energy 11.43%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
495
202
$16K 0.01%
971
203
$16K 0.01%
+160
204
$15K 0.01%
157
205
$13K ﹤0.01%
+119
206
$13K ﹤0.01%
463
-163
207
$13K ﹤0.01%
162
208
$12K ﹤0.01%
950
209
$12K ﹤0.01%
1,000
210
$12K ﹤0.01%
+337
211
$12K ﹤0.01%
+2,043
212
$12K ﹤0.01%
96
213
$12K ﹤0.01%
496
214
$12K ﹤0.01%
838
215
$11K ﹤0.01%
+1,278
216
$11K ﹤0.01%
92
-64
217
$9K ﹤0.01%
474
218
$9K ﹤0.01%
315
219
$7K ﹤0.01%
77
220
$7K ﹤0.01%
125
221
$7K ﹤0.01%
75
222
$7K ﹤0.01%
44
223
$6K ﹤0.01%
140
224
$6K ﹤0.01%
46
225
$6K ﹤0.01%
80
7 8
9
10 11