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
$226M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.22M
3
+$4.03M
4
ETR icon
Entergy
ETR
+$3.36M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.12M

Top Sells

1
+$5.8M
2
+$5.02M
3
+$4.3M
4
GIS icon
General Mills
GIS
+$4.01M
5
VRSN icon
VeriSign
VRSN
+$547K

Sector Composition

1 Technology 20.99%
2 Consumer Staples 13.87%
3 Industrials 12.05%
4 Financials 10.74%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
771
+649
227
$30K 0.01%
881
+792
228
$30K 0.01%
+214
229
$25K 0.01%
+1,314
230
$24K 0.01%
275
231
$23K 0.01%
1,544
+77
232
$23K 0.01%
+734
233
$23K 0.01%
606
234
$22K 0.01%
+1,340
235
$22K 0.01%
811
236
$22K 0.01%
270
237
$21K 0.01%
+484
238
$21K 0.01%
160
239
$20K 0.01%
+335
240
$15K 0.01%
+483
241
$14K 0.01%
202
242
$13K 0.01%
+144
243
$13K 0.01%
300
244
$12K 0.01%
129
+29
245
$10K ﹤0.01%
+46
246
$9K ﹤0.01%
253
+172
247
$7K ﹤0.01%
425
248
$7K ﹤0.01%
354
249
$6K ﹤0.01%
500
250
$6K ﹤0.01%
36
8 9
10
11 12