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
$273M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$5.02M
3
+$4.91M
4
QRVO icon
Qorvo
QRVO
+$555K
5
DOV icon
Dover
DOV
+$418K

Top Sells

1
+$7.03M
2
+$5.44M
3
+$3.58M
4
TSCO icon
Tractor Supply
TSCO
+$491K
5
COO icon
Cooper Companies
COO
+$450K

Sector Composition

1 Technology 21.74%
2 Industrials 14.76%
3 Consumer Staples 13.24%
4 Healthcare 10.62%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
32
252
$5K ﹤0.01%
+12
253
$5K ﹤0.01%
87
254
$5K ﹤0.01%
300
255
$4K ﹤0.01%
81
256
$4K ﹤0.01%
89
257
$4K ﹤0.01%
+115
258
$3K ﹤0.01%
42
259
$3K ﹤0.01%
90
260
$3K ﹤0.01%
17
261
$3K ﹤0.01%
11
262
$2K ﹤0.01%
10
-388
263
$2K ﹤0.01%
188
+53
264
$2K ﹤0.01%
17
265
$2K ﹤0.01%
18
266
$2K ﹤0.01%
100
267
$2K ﹤0.01%
60
-7,086
268
$2K ﹤0.01%
40
269
$1K ﹤0.01%
5
270
$1K ﹤0.01%
56
271
$1K ﹤0.01%
5
-996
272
– –
-3,463
273
– –
-17,952
274
– –
-500
275
– –
-2,210
9 10
11
12 13