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
51
$1.18M 0.29%
5,734
+1,686
52
$1.06M 0.26%
4,914
-58
53
$985K 0.24%
7,226
+203
54
$962K 0.24%
9,316
+1,598
55
$948K 0.23%
13,540
-52
56
$915K 0.22%
+9,059
57
$907K 0.22%
16,761
-153
58
$888K 0.22%
12,222
-518
59
$868K 0.21%
1,925
-27
60
$864K 0.21%
6,672
-55
61
$835K 0.2%
4,770
-6
62
$834K 0.2%
1,007
-4
63
$825K 0.2%
12,157
+653
64
$813K 0.2%
4,555
-39
65
$806K 0.2%
43,490
-290
66
$806K 0.2%
6,350
-40
67
$793K 0.19%
20,230
+1,115
68
$792K 0.19%
2,802
+1
69
$786K 0.19%
6,113
+1,508
70
$779K 0.19%
12,735
+727
71
$771K 0.19%
+39,800
72
$762K 0.19%
16,055
+943
73
$760K 0.19%
15,735
+1,112
74
$750K 0.18%
22,678
+1,300
75
$741K 0.18%
16,972
+1
1 2
3
4 5