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
301
$5K ﹤0.01%
200
+179
302
$5K ﹤0.01%
25
303
$4K ﹤0.01%
46
304
$4K ﹤0.01%
32
305
$4K ﹤0.01%
2
-5
306
$4K ﹤0.01%
36
307
$4K ﹤0.01%
32
308
$4K ﹤0.01%
32
309
$4K ﹤0.01%
71
310
$4K ﹤0.01%
96
311
$4K ﹤0.01%
+37
312
$4K ﹤0.01%
54
313
$4K ﹤0.01%
38
314
$3K ﹤0.01%
+60
315
$3K ﹤0.01%
+80
316
$2K ﹤0.01%
27
317
$2K ﹤0.01%
+23
318
$2K ﹤0.01%
+8
319
$2K ﹤0.01%
+17
320
$2K ﹤0.01%
40
321
$2K ﹤0.01%
74
322
$1K ﹤0.01%
22
323
$1K ﹤0.01%
17
324
$1K ﹤0.01%
5
325
– –
-33
11 12
13
14 15