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
301
$13.9K ﹤0.01%
+348
302
$13.9K ﹤0.01%
96
-20
303
$13.8K ﹤0.01%
499
-219
304
$13.7K ﹤0.01%
+174
305
$13.7K ﹤0.01%
+362
306
$13.7K ﹤0.01%
486
-119
307
$13.5K ﹤0.01%
64
-20
308
$13.4K ﹤0.01%
757
-175
309
$13.3K ﹤0.01%
170
+163
310
$13.2K ﹤0.01%
+110
311
$13.1K ﹤0.01%
+646
312
$13K ﹤0.01%
+120
313
$12.9K ﹤0.01%
374
-122
314
$12.6K ﹤0.01%
706
-213
315
$12.4K ﹤0.01%
+907
316
$12K ﹤0.01%
+345
317
$11.8K ﹤0.01%
+307
318
$11.7K ﹤0.01%
1,033
-293
319
$11.2K ﹤0.01%
36
320
$10.9K ﹤0.01%
+174
321
$10.8K ﹤0.01%
+253
322
$10.7K ﹤0.01%
635
323
$9.26K ﹤0.01%
121
324
$9K ﹤0.01%
89
+84
325
$8.17K ﹤0.01%
442
11 12
13
14 15