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
276
$18.5K ﹤0.01%
109
-36,173
277
$18.4K ﹤0.01%
+117
278
$17.9K ﹤0.01%
215
-130
279
$17.9K ﹤0.01%
+130
280
$17K ﹤0.01%
373
+164
281
$16.9K ﹤0.01%
352
-158
282
$16.8K ﹤0.01%
357
-135
283
$16.8K ﹤0.01%
130
-87
284
$16.6K ﹤0.01%
+468
285
$16.6K ﹤0.01%
330
-114
286
$16.4K ﹤0.01%
79
-27
287
$16.1K ﹤0.01%
213
-91
288
$16.1K ﹤0.01%
111
+54
289
$15.6K ﹤0.01%
189
-61
290
$15.2K ﹤0.01%
343
-98
291
$15K ﹤0.01%
1,000
292
$15K ﹤0.01%
128
-43
293
$14.9K ﹤0.01%
425
294
$14.9K ﹤0.01%
175
+93
295
$14.9K ﹤0.01%
53
-24
296
$14.8K ﹤0.01%
62
-24
297
$14.7K ﹤0.01%
+238
298
$14.3K ﹤0.01%
+235
299
$14.3K ﹤0.01%
+1,474
300
$14.2K ﹤0.01%
143
-61
10 11
12
13 14