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
26
$7.08M 1.74%
144,473
+729
27
$7.08M 1.73%
23,631
-439
28
$7.07M 1.73%
53,245
+43
29
$7.01M 1.72%
46,151
+78
30
$6.96M 1.71%
51,149
+37
31
$6.89M 1.69%
22,003
+12
32
$6.6M 1.62%
44,191
-42
33
$6.58M 1.61%
149,972
-1,593
34
$6.5M 1.59%
62,507
+1,057
35
$6.4M 1.57%
43,687
-11
36
$6.3M 1.54%
21,645
-63
37
$6.02M 1.48%
37,070
-3,884
38
$5.83M 1.43%
23,904
-481
39
$3.98M 0.98%
32,793
-10,977
40
$3.52M 0.86%
46,740
+7,670
41
$3.02M 0.74%
+30,390
42
$2.07M 0.51%
+5,050
43
$1.87M 0.46%
22,291
+52
44
$1.62M 0.4%
3,144
-180
45
$1.61M 0.39%
3,386
+3,172
46
$1.6M 0.39%
7,101
-104
47
$1.4M 0.34%
7,259
+930
48
$1.35M 0.33%
2,320
-32
49
$1.26M 0.31%
4,610
-69
50
$1.23M 0.3%
6,863
-74
1
2
3 4 5