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
276
$19K ﹤0.01%
41
-19
277
$18.8K ﹤0.01%
714
-224
278
$18.8K ﹤0.01%
100
-49
279
$18.2K ﹤0.01%
328
-45
280
$18K ﹤0.01%
107
-38
281
$18K ﹤0.01%
63
-26
282
$17.9K ﹤0.01%
374
283
$17.8K ﹤0.01%
97
-37
284
$17.7K ﹤0.01%
239
-105
285
$17.6K ﹤0.01%
784
-303
286
$17.4K ﹤0.01%
32
-13
287
$16.8K ﹤0.01%
190
-82
288
$16.7K ﹤0.01%
425
289
$16.7K ﹤0.01%
121
290
$16.6K ﹤0.01%
141
-64
291
$16.6K ﹤0.01%
143
292
$16.2K ﹤0.01%
86
-36
293
$16.1K ﹤0.01%
+117
294
$16.1K ﹤0.01%
114
-96
295
$15.9K ﹤0.01%
115
-53
296
$15.6K ﹤0.01%
+76
297
$15.6K ﹤0.01%
53
298
$15.3K ﹤0.01%
+42
299
$15.3K ﹤0.01%
163
-74
300
$15.1K ﹤0.01%
265
-187
10 11
12
13 14