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
$408M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.27M
3
+$3.02M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M

Top Sells

1
+$6.19M
2
+$6.14M
3
+$1.33M
4
LW icon
Lamb Weston
LW
+$714K
5
OMC icon
Omnicom Group
OMC
+$646K

Sector Composition

1 Technology 23.23%
2 Consumer Discretionary 13.85%
3 Financials 12.34%
4 Healthcare 12.14%
5 Communication Services 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.1K 0.01%
190
-50
227
$43.1K 0.01%
259
+85
228
$28.7K 0.01%
+145
229
$28.5K 0.01%
+344
230
$28.4K 0.01%
+76
231
$28K 0.01%
+168
232
$27.5K 0.01%
+180
233
$27.3K 0.01%
+558
234
$27.2K 0.01%
+159
235
$27.1K 0.01%
+193
236
$26.9K 0.01%
+214
237
$26.5K 0.01%
+179
238
$26.5K 0.01%
+122
239
$26.5K 0.01%
+938
240
$26.2K 0.01%
+272
241
$26.1K 0.01%
+227
242
$26.1K 0.01%
+1,087
243
$26K 0.01%
3,759
244
$25.9K 0.01%
+59
245
$25.8K 0.01%
+627
246
$25.7K 0.01%
+84
247
$25.7K 0.01%
+60
248
$25.6K 0.01%
+123
249
$25.6K 0.01%
+868
250
$25.6K 0.01%
+485
8 9
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