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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.35M
4
HRL icon
Hormel Foods
HRL
+$4.09M
5
UHS icon
Universal Health Services
UHS
+$4.07M

Top Sells

1
+$5.76M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
100
-100
202
$21K 0.01%
141
-173
203
$21K 0.01%
79
-64
204
$21K 0.01%
202
205
$21K 0.01%
188
-6,921
206
$21K 0.01%
129
207
$20K 0.01%
54
208
$20K 0.01%
253
209
$20K 0.01%
244
+15
210
$20K 0.01%
389
211
$18K 0.01%
68
212
$18K 0.01%
241
213
$18K 0.01%
440
214
$18K 0.01%
430
-635
215
$17K 0.01%
101
+12
216
$17K 0.01%
155
217
$17K 0.01%
148
-10
218
$17K 0.01%
117
219
$17K 0.01%
149
220
$17K 0.01%
162
221
$17K 0.01%
84
222
$16K 0.01%
79
223
$16K 0.01%
+142
224
$16K 0.01%
554
-1,702
225
$16K 0.01%
+239
7 8
9
10 11