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
$452M
AUM Growth
+$124K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$7.55M
3
+$7.42M
4
PNC icon
PNC Financial Services
PNC
+$7.36M
5
ZBRA icon
Zebra Technologies
ZBRA
+$626K

Top Sells

1
+$8.15M
2
+$6.45M
3
+$6.15M
4
Z icon
Zillow
Z
+$5.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.24M

Sector Composition

1 Technology 26.47%
2 Financials 15.48%
3 Industrials 12.49%
4 Communication Services 11.51%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.02%
192
-235
227
$102K 0.02%
400
-24,128
228
$81.9K 0.02%
3,825
-696
229
$78.1K 0.02%
3,009
+555
230
$68.6K 0.02%
338
+3
231
$64.4K 0.01%
300
232
$50.3K 0.01%
1,936
-836
233
$47.5K 0.01%
+341
234
$45.9K 0.01%
182
235
$37.7K 0.01%
1,590
+312
236
$34.7K 0.01%
207
-52
237
$33.5K 0.01%
339
-5
238
$31K 0.01%
117
+38
239
$28.9K 0.01%
3,759
240
$26.1K 0.01%
119
-61
241
$24.9K 0.01%
284
242
$24.7K 0.01%
75
243
$24.1K 0.01%
202
+72
244
$23.8K 0.01%
295
+106
245
$23.8K 0.01%
290
-350
246
$23.2K 0.01%
144
-84
247
$23.1K 0.01%
193
-119
248
$22.8K 0.01%
273
-79
249
$22.7K 0.01%
109
-50
250
$22.4K 0.01%
125
8 9
10
11 12