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
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.7M
3
+$6.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$249K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$229K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$879K
5
INGR icon
Ingredion
INGR
+$685K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+54
252
$2K ﹤0.01%
+36
253
$2K ﹤0.01%
+35
254
$2K ﹤0.01%
+42
255
$2K ﹤0.01%
22
-3
256
$2K ﹤0.01%
+38
257
$2K ﹤0.01%
+264
258
$2K ﹤0.01%
+40
259
$2K ﹤0.01%
+29
260
$1K ﹤0.01%
+13
261
$1K ﹤0.01%
36
-36
262
$1K ﹤0.01%
+15
263
$1K ﹤0.01%
12
-21
264
$1K ﹤0.01%
+12
265
$1K ﹤0.01%
14
-9
266
$1K ﹤0.01%
+6
267
$1K ﹤0.01%
+14
268
$1K ﹤0.01%
+64
269
$1K ﹤0.01%
+27
270
$1K ﹤0.01%
+6
271
$1K ﹤0.01%
+5
272
$1K ﹤0.01%
22
-74
273
$1K ﹤0.01%
+20
274
$1K ﹤0.01%
+25
275
$1K ﹤0.01%
+27
9 10
11
12 13