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
351
$2.32K ﹤0.01%
+22
352
$2.19K ﹤0.01%
60
353
$1.77K ﹤0.01%
16
354
$1.3K ﹤0.01%
30
355
$1.27K ﹤0.01%
25
356
$842 ﹤0.01%
74
357
$434 ﹤0.01%
4
358
$297 ﹤0.01%
3
359
$78 ﹤0.01%
9
360
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-3,054
361
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-425
362
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-125
363
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-8,107
364
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365
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-2,441
367
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368
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-811
370
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371
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-3,768
372
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-8,491
373
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374
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-2,984
375
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13 14
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16 17