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
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.7M
3
+$6.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$249K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$229K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$879K
5
INGR icon
Ingredion
INGR
+$685K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.08%
10,373
52
$231K 0.07%
5,518
53
$230K 0.07%
3,164
54
$226K 0.07%
2,695
55
$221K 0.07%
4,344
56
$218K 0.07%
6,952
+491
57
$214K 0.07%
31,936
58
$189K 0.06%
7,092
59
$185K 0.06%
+3,980
60
$185K 0.06%
223
61
$185K 0.06%
9,595
+7,131
62
$185K 0.06%
3,108
+254
63
$183K 0.06%
3,778
64
$181K 0.06%
1,509
65
$178K 0.06%
14,617
66
$176K 0.06%
2,650
67
$174K 0.06%
3,546
68
$174K 0.06%
1,983
69
$171K 0.06%
2,859
70
$169K 0.05%
2,555
71
$168K 0.05%
7,931
72
$165K 0.05%
+3,001
73
$164K 0.05%
3,131
74
$164K 0.05%
4,461
75
$158K 0.05%
2,117
1 2
3
4 5