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
251
$22.2K ﹤0.01%
54
-30
252
$21.9K ﹤0.01%
97
-49
253
$21.9K ﹤0.01%
41
-20
254
$21.7K ﹤0.01%
80
-40
255
$21.2K ﹤0.01%
86
-37
256
$21.2K ﹤0.01%
122
-57
257
$21.2K ﹤0.01%
55
-21
258
$21.2K ﹤0.01%
132
-61
259
$20.9K ﹤0.01%
169
-72
260
$20.9K ﹤0.01%
+243
261
$20.4K ﹤0.01%
1,162
262
$20.4K ﹤0.01%
67
-8
263
$20.3K ﹤0.01%
357
264
$20.3K ﹤0.01%
+50
265
$20.2K ﹤0.01%
495
-270
266
$20.1K ﹤0.01%
188
267
$20K ﹤0.01%
390
-168
268
$20K ﹤0.01%
415
-212
269
$19.8K ﹤0.01%
100
270
$19.8K ﹤0.01%
46
-29
271
$19.5K ﹤0.01%
169
-92
272
$19.3K ﹤0.01%
203
-114
273
$19.3K ﹤0.01%
172
-59
274
$19.2K ﹤0.01%
111
275
$19.2K ﹤0.01%
81
-38
9 10
11
12 13