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
$263M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.84M
3
+$4.25M
4
GIS icon
General Mills
GIS
+$4.14M
5
GPN icon
Global Payments
GPN
+$675K

Top Sells

1
+$5.17M
2
+$4.51M
3
+$4.47M
4
HRL icon
Hormel Foods
HRL
+$4.26M
5
TSS
Total System Services, Inc.
TSS
+$686K

Sector Composition

1 Technology 20.87%
2 Consumer Staples 13.44%
3 Financials 11.04%
4 Industrials 10.67%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.2%
2,850
-24
52
$515K 0.2%
43,602
+20,604
53
$510K 0.19%
5,695
-55
54
$495K 0.19%
13,887
-152
55
$491K 0.19%
27,125
-45
56
$478K 0.18%
29,249
-244
57
$471K 0.18%
5,918
-54
58
$470K 0.18%
6,018
-66
59
$457K 0.17%
7,448
+1,155
60
$453K 0.17%
4,655
-42
61
$453K 0.17%
13,668
-135
62
$450K 0.17%
6,056
-60
63
$433K 0.16%
17,952
-160
64
$432K 0.16%
5,071
-49
65
$430K 0.16%
3,689
-34
66
$429K 0.16%
5,672
-55
67
$426K 0.16%
21,212
-80
68
$420K 0.16%
60,490
-593
69
$417K 0.16%
1,521
-15
70
$416K 0.16%
5,596
-56
71
$408K 0.16%
+8,696
72
$407K 0.15%
22,423
-251
73
$400K 0.15%
14,295
+2,181
74
$399K 0.15%
13,748
-134
75
$398K 0.15%
14,957
-168
1 2
3
4 5