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
276
$8K ﹤0.01%
155
277
$7K ﹤0.01%
100
278
$7K ﹤0.01%
44
-25,614
279
$7K ﹤0.01%
500
280
$7K ﹤0.01%
+155
281
$7K ﹤0.01%
+405
282
$7K ﹤0.01%
+113
283
$7K ﹤0.01%
+85
284
$6K ﹤0.01%
+25
285
$6K ﹤0.01%
+65
286
$6K ﹤0.01%
373
287
$6K ﹤0.01%
+105
288
$6K ﹤0.01%
150
+90
289
$6K ﹤0.01%
46
290
$6K ﹤0.01%
300
291
$5K ﹤0.01%
131
292
$5K ﹤0.01%
390
293
$5K ﹤0.01%
30
294
$5K ﹤0.01%
239
295
$5K ﹤0.01%
+190
296
$5K ﹤0.01%
+49
297
$5K ﹤0.01%
+136
298
$5K ﹤0.01%
+14
299
$5K ﹤0.01%
48
300
$5K ﹤0.01%
35
10 11
12
13 14