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
$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
201
$79K 0.03%
+1,894
202
$79K 0.03%
668
-192
203
$78K 0.03%
+39
204
$73K 0.03%
+425
205
$69K 0.03%
741
206
$65K 0.02%
295
+3
207
$64K 0.02%
2,256
+402
208
$64K 0.02%
867
-6
209
$63K 0.02%
+6,135
210
$63K 0.02%
+1,644
211
$62K 0.02%
1,580
+30
212
$59K 0.02%
243
-1
213
$57K 0.02%
3,389
-23
214
$51K 0.02%
275
215
$51K 0.02%
+1,300
216
$51K 0.02%
540
-1,103
217
$43K 0.02%
+2,069
218
$42K 0.02%
314
+6
219
$41K 0.02%
626
-209
220
$41K 0.02%
420
+32
221
$39K 0.01%
200
+3
222
$37K 0.01%
1,065
223
$37K 0.01%
235
224
$35K 0.01%
143
-7
225
$34K 0.01%
60
7 8
9
10 11