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
76
$390K 0.14%
5,575
+359
77
$389K 0.14%
5,665
+350
78
$388K 0.14%
5,436
+376
79
$384K 0.14%
36,492
-94,980
80
$383K 0.14%
17,764
+908
81
$383K 0.14%
5,061
+249
82
$379K 0.14%
3,395
+263
83
$379K 0.14%
3,390
+250
84
$378K 0.14%
23,493
+1,458
85
$378K 0.14%
6,529
+405
86
$377K 0.14%
4,746
+255
87
$371K 0.14%
3,400
+201
88
$371K 0.14%
7,043
+442
89
$367K 0.14%
8,292
+601
90
$361K 0.13%
628
+33
91
$354K 0.13%
5,598
+334
92
$353K 0.13%
2,306
+112
93
$351K 0.13%
16,196
+978
94
$350K 0.13%
8,662
+540
95
$348K 0.13%
9,236
+685
96
$348K 0.13%
6,088
+444
97
$344K 0.13%
26,992
-1,560
98
$344K 0.13%
6,036
+394
99
$341K 0.13%
12,438
+836
100
$337K 0.12%
7,374
+574
2 3
4
5 6