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
301
$14.6K ﹤0.01%
1,000
302
$14.2K ﹤0.01%
343
303
$13.8K ﹤0.01%
1,474
304
$13.5K ﹤0.01%
499
305
$12.9K ﹤0.01%
646
306
$12.7K ﹤0.01%
174
307
$12.4K ﹤0.01%
240
308
$12.1K ﹤0.01%
635
309
$12.1K ﹤0.01%
468
310
$9.78K ﹤0.01%
+57
311
$8.71K ﹤0.01%
123
+35
312
$8.49K ﹤0.01%
442
313
$6.73K ﹤0.01%
115
314
$6.26K ﹤0.01%
80
-68
315
$5.81K ﹤0.01%
+51
316
$5.19K ﹤0.01%
+40
317
$4.95K ﹤0.01%
+20
318
$4.72K ﹤0.01%
+6
319
$4.71K ﹤0.01%
+224
320
$4.09K ﹤0.01%
+4
321
$4K ﹤0.01%
8
322
$3.84K ﹤0.01%
142
323
$3.59K ﹤0.01%
87
324
$3.51K ﹤0.01%
284
325
$3.39K ﹤0.01%
20
11 12
13
14 15