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
$271M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.11M
3
+$3.88M
4
PYPL icon
PayPal
PYPL
+$3.84M
5
CI icon
Cigna
CI
+$3.65M

Top Sells

1
+$5.51M
2
+$4.55M
3
+$4.07M
4
BEN icon
Franklin Resources
BEN
+$3.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$999K

Sector Composition

1 Technology 26.52%
2 Financials 18.27%
3 Industrials 13.68%
4 Healthcare 10.11%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K 0.01%
282
+2
252
$14K 0.01%
155
253
$14K 0.01%
418
-90,589
254
$14K 0.01%
+374
255
$14K 0.01%
79
256
$14K 0.01%
77
257
$14K 0.01%
149
258
$14K 0.01%
+241
259
$14K 0.01%
354
260
$14K 0.01%
84
261
$13K ﹤0.01%
+466
262
$12K ﹤0.01%
530
-160
263
$12K ﹤0.01%
28
264
$12K ﹤0.01%
300
265
$11K ﹤0.01%
1,015
+15
266
$11K ﹤0.01%
237
267
$10K ﹤0.01%
300
+58
268
$10K ﹤0.01%
83
+52
269
$10K ﹤0.01%
166
270
$10K ﹤0.01%
249
271
$9K ﹤0.01%
+362
272
$9K ﹤0.01%
463
273
$9K ﹤0.01%
179
-899
274
$8K ﹤0.01%
+68
275
$8K ﹤0.01%
79
-44,928
9 10
11
12 13