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
51
$635K 0.23%
8,100
-25
52
$617K 0.23%
14,716
-1,176
53
$528K 0.19%
91,200
+31,640
54
$495K 0.18%
8,026
+286
55
$484K 0.18%
5,952
-1,095
56
$476K 0.18%
8,591
+486
57
$462K 0.17%
12,509
+704
58
$459K 0.17%
9,505
+1,054
59
$459K 0.17%
5,323
+217
60
$458K 0.17%
2,842
+190
61
$456K 0.17%
14,949
+5,624
62
$453K 0.17%
6,387
+2,391
63
$451K 0.17%
5,861
+388
64
$445K 0.16%
2,438
+921
65
$440K 0.16%
2,547
+919
66
$423K 0.16%
6,815
+374
67
$422K 0.16%
4,848
+263
68
$422K 0.16%
6,441
+445
69
$415K 0.15%
5,469
+268
70
$409K 0.15%
3,870
+224
71
$406K 0.15%
4,236
+239
72
$401K 0.15%
8,483
+630
73
$397K 0.15%
13,803
+966
74
$392K 0.14%
6,643
+434
75
$391K 0.14%
1,880
+69
1 2
3
4 5