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
251
$25.5K 0.01%
+765
252
$25.5K 0.01%
+466
253
$25.5K 0.01%
+205
254
$25.5K 0.01%
+146
255
$25.4K 0.01%
+114
256
$25.2K 0.01%
+149
257
$25.1K 0.01%
+554
258
$24.8K 0.01%
100
259
$24.8K 0.01%
+245
260
$24.8K 0.01%
+1,196
261
$24.6K 0.01%
+452
262
$24.5K 0.01%
+312
263
$24.5K 0.01%
+119
264
$24.4K 0.01%
+283
265
$24.4K 0.01%
1,032
266
$24.3K 0.01%
+317
267
$24.3K 0.01%
125
268
$24.3K 0.01%
+75
269
$24K 0.01%
+41
270
$24K 0.01%
+545
271
$23.9K 0.01%
+840
272
$23.9K 0.01%
+193
273
$23.6K 0.01%
+237
274
$21.3K 0.01%
+145
275
$18.9K ﹤0.01%
92
-53
9 10
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