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
$273M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$5.02M
3
+$4.91M
4
QRVO icon
Qorvo
QRVO
+$555K
5
DOV icon
Dover
DOV
+$418K

Top Sells

1
+$7.03M
2
+$5.44M
3
+$3.58M
4
TSCO icon
Tractor Supply
TSCO
+$491K
5
COO icon
Cooper Companies
COO
+$450K

Sector Composition

1 Technology 21.74%
2 Industrials 14.76%
3 Consumer Staples 13.24%
4 Healthcare 10.62%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.02%
606
227
$40K 0.01%
270
-270
228
$33K 0.01%
275
229
$30K 0.01%
352
230
$29K 0.01%
1,467
-17
231
$29K 0.01%
160
232
$26K 0.01%
1,970
233
$22K 0.01%
368
234
$22K 0.01%
272
235
$22K 0.01%
224
236
$21K 0.01%
202
237
$17K 0.01%
425
238
$16K 0.01%
300
239
$15K 0.01%
212
-190
240
$14K 0.01%
100
241
$11K ﹤0.01%
201
242
$10K ﹤0.01%
100
243
$10K ﹤0.01%
463
244
$9K ﹤0.01%
354
245
$9K ﹤0.01%
155
246
$8K ﹤0.01%
500
247
$7K ﹤0.01%
36
248
$6K ﹤0.01%
390
249
$6K ﹤0.01%
239
250
$6K ﹤0.01%
122
8 9
10
11 12