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
$263M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.84M
3
+$4.25M
4
GIS icon
General Mills
GIS
+$4.14M
5
GPN icon
Global Payments
GPN
+$675K

Top Sells

1
+$5.17M
2
+$4.51M
3
+$4.47M
4
HRL icon
Hormel Foods
HRL
+$4.26M
5
TSS
Total System Services, Inc.
TSS
+$686K

Sector Composition

1 Technology 20.87%
2 Consumer Staples 13.44%
3 Financials 11.04%
4 Industrials 10.67%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.02%
650
227
$49K 0.02%
569
+17
228
$47K 0.02%
5,883
+194
229
$43K 0.02%
144
-98
230
$43K 0.02%
606
231
$31K 0.01%
275
232
$28K 0.01%
+352
233
$27K 0.01%
402
-220
234
$27K 0.01%
160
235
$26K 0.01%
435
236
$26K 0.01%
1,484
+86
237
$24K 0.01%
202
238
$24K 0.01%
1,970
239
$21K 0.01%
+500
240
$21K 0.01%
+368
241
$20K 0.01%
+272
242
$20K 0.01%
+224
243
$18K 0.01%
425
244
$16K 0.01%
300
245
$12K ﹤0.01%
100
246
$12K ﹤0.01%
150
247
$11K ﹤0.01%
354
-2,897
248
$11K ﹤0.01%
100
249
$9K ﹤0.01%
201
-401
250
$9K ﹤0.01%
500
8 9
10
11 12