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
26
$4.79M 1.77%
92,645
-2,102
27
$4.77M 1.76%
132,921
-6,185
28
$4.67M 1.73%
139,599
-4,428
29
$4.62M 1.71%
89,773
-3,070
30
$4.5M 1.66%
161,457
-6,546
31
$4.41M 1.63%
45,145
-1,178
32
$4.4M 1.62%
88,681
-2,192
33
$4.32M 1.6%
22,804
-464
34
$4.25M 1.57%
19,257
-649
35
$4.15M 1.53%
+84,926
36
$4.11M 1.52%
+35,307
37
$4.08M 1.51%
18,594
-574
38
$3.99M 1.47%
62,186
-1,150
39
$3.89M 1.44%
57,684
+57,490
40
$3.85M 1.42%
50,787
+50,574
41
$3.65M 1.35%
+21,777
42
$3.63M 1.34%
96,092
-2,483
43
$3.38M 1.25%
37,983
-1,322
44
$1.11M 0.41%
17,028
-3,969
45
$900K 0.33%
3,718
46
$776K 0.29%
11,132
+3,157
47
$711K 0.26%
14,226
+57
48
$683K 0.25%
24,788
-5,956
49
$661K 0.24%
4,902
50
$646K 0.24%
8,702
-1,807
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2
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