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
$271M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.11M
3
+$3.88M
4
PYPL icon
PayPal
PYPL
+$3.84M
5
CI icon
Cigna
CI
+$3.65M

Top Sells

1
+$5.51M
2
+$4.55M
3
+$4.07M
4
BEN icon
Franklin Resources
BEN
+$3.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$999K

Sector Composition

1 Technology 26.52%
2 Financials 18.27%
3 Industrials 13.68%
4 Healthcare 10.11%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
203
227
$26K 0.01%
339
228
$26K 0.01%
400
229
$24K 0.01%
+355
230
$23K 0.01%
376
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$22K 0.01%
676
+16
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$21K 0.01%
794
-37
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$20K 0.01%
425
234
$19K 0.01%
190
+82
235
$18K 0.01%
54
236
$18K 0.01%
117
237
$18K 0.01%
+75
238
$18K 0.01%
253
239
$18K 0.01%
440
240
$18K 0.01%
226
241
$17K 0.01%
162
242
$16K 0.01%
+29
243
$16K 0.01%
288
244
$16K 0.01%
62
-10
245
$15K 0.01%
642
246
$15K 0.01%
+150
247
$15K 0.01%
800
248
$15K 0.01%
44
249
$15K 0.01%
68
250
$15K 0.01%
68
-52
8 9
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