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
51
$582K 0.21%
28,088
+306
52
$572K 0.21%
28,734
-515
53
$560K 0.2%
43,764
+162
54
$555K 0.2%
+4,774
55
$547K 0.2%
2,837
-13
56
$545K 0.2%
5,719
+24
57
$511K 0.19%
6,024
+6
58
$495K 0.18%
24,705
+3,735
59
$492K 0.18%
13,776
+108
60
$483K 0.18%
21,240
+28
61
$479K 0.18%
13,909
+22
62
$477K 0.17%
4,652
-3
63
$467K 0.17%
7,416
-32
64
$464K 0.17%
5,886
-32
65
$459K 0.17%
12,439
-2
66
$455K 0.17%
16,989
+128
67
$437K 0.16%
5,596
68
$433K 0.16%
8,757
+61
69
$431K 0.16%
1,305
+26
70
$430K 0.16%
1,536
+15
71
$428K 0.16%
4,205
+777
72
$423K 0.15%
5,687
+15
73
$422K 0.15%
6,239
+28
74
$420K 0.15%
61,015
+525
75
$418K 0.15%
+3,628
1 2
3
4 5