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
326
$7.9K ﹤0.01%
+86
327
$7.81K ﹤0.01%
+70
328
$7.05K ﹤0.01%
+275
329
$5.87K ﹤0.01%
115
-4,707
330
$5.34K ﹤0.01%
88
331
$5.32K ﹤0.01%
11
332
$4.8K ﹤0.01%
284
-179
333
$4.58K ﹤0.01%
50
334
$4.05K ﹤0.01%
17
335
$3.86K ﹤0.01%
+134
336
$3.82K ﹤0.01%
+119
337
$3.65K ﹤0.01%
+76
338
$3.63K ﹤0.01%
17
339
$3.49K ﹤0.01%
8
340
$3.45K ﹤0.01%
+142
341
$3.35K ﹤0.01%
70
-1,160
342
$3.28K ﹤0.01%
87
343
$3.24K ﹤0.01%
+44
344
$3.14K ﹤0.01%
+24
345
$2.95K ﹤0.01%
+20
346
$2.76K ﹤0.01%
+6
347
$2.62K ﹤0.01%
+127
348
$2.51K ﹤0.01%
+18
349
$2.45K ﹤0.01%
5
350
$2.44K ﹤0.01%
+26
12 13
14
15 16