CIM

Contravisory Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 21.56%
This Quarter Est. Return
1 Year Est. Return
+21.56%
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
+$7.84M
2
+$7.7M
3
+$6.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$249K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$229K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$879K
5
INGR icon
Ingredion
INGR
+$685K

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
226
$3K ﹤0.01%
+37
227
$3K ﹤0.01%
81
+16
228
$3K ﹤0.01%
+32
229
$3K ﹤0.01%
37
+10
230
$3K ﹤0.01%
+64
231
$3K ﹤0.01%
+44
232
$3K ﹤0.01%
23
-14
233
$3K ﹤0.01%
+51
234
$3K ﹤0.01%
12
+2
235
$3K ﹤0.01%
36
+11
236
$3K ﹤0.01%
+68
237
$3K ﹤0.01%
49
238
$3K ﹤0.01%
+82
239
$3K ﹤0.01%
60
240
$3K ﹤0.01%
+70
241
$3K ﹤0.01%
16
242
$3K ﹤0.01%
+45
243
$3K ﹤0.01%
+102
244
$3K ﹤0.01%
+172
245
$3K ﹤0.01%
40
+10
246
$3K ﹤0.01%
+78
247
$2K ﹤0.01%
+58
248
$2K ﹤0.01%
+61
249
$2K ﹤0.01%
+5
250
$2K ﹤0.01%
+61
8 9
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