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
$273M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$5.02M
3
+$4.91M
4
QRVO icon
Qorvo
QRVO
+$555K
5
DOV icon
Dover
DOV
+$418K

Top Sells

1
+$7.03M
2
+$5.44M
3
+$3.58M
4
TSCO icon
Tractor Supply
TSCO
+$491K
5
COO icon
Cooper Companies
COO
+$450K

Sector Composition

1 Technology 21.74%
2 Industrials 14.76%
3 Consumer Staples 13.24%
4 Healthcare 10.62%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 1.73%
70,720
+220
27
$4.72M 1.73%
58,371
+250
28
$4.72M 1.73%
43,610
-784
29
$4.65M 1.7%
103,465
+1,490
30
$4.64M 1.7%
54,196
+146
31
$4.51M 1.65%
15,357
+59
32
$4.42M 1.62%
13,393
-25
33
$4.35M 1.59%
42,968
-84
34
$4.32M 1.58%
78,030
+1,444
35
$4.3M 1.57%
29,950
+353
36
$4.29M 1.57%
59,483
-343
37
$4.23M 1.55%
53,937
+593
38
$4.04M 1.48%
19,269
+265
39
$4.03M 1.47%
52,435
-597
40
$4.01M 1.47%
74,938
-118
41
$3.82M 1.4%
83,084
-111
42
$1.86M 0.68%
6,303
+641
43
$1.37M 0.5%
7,483
-185
44
$988K 0.36%
14,226
-1,436
45
$965K 0.35%
11,845
+1,840
46
$899K 0.33%
3,483
+2
47
$761K 0.28%
8,303
-120
48
$624K 0.23%
13,599
-149
49
$620K 0.23%
5,361
-19
50
$595K 0.22%
35,550
-600
1
2
3 4 5