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
76
$416K 0.15%
17,618
+124
77
$415K 0.15%
3,331
+34
78
$409K 0.15%
11,541
+1,811
79
$406K 0.15%
7,770
+57
80
$402K 0.15%
7,190
+75
81
$401K 0.15%
6,694
+34
82
$400K 0.15%
21,662
+186
83
$399K 0.15%
8,885
-100
84
$397K 0.15%
1,701
85
$390K 0.14%
3,248
+27
86
$390K 0.14%
3,707
+18
87
$387K 0.14%
2,506
-18
88
$384K 0.14%
+5,916
89
$381K 0.14%
+3,262
90
$380K 0.14%
+3,395
91
$379K 0.14%
6,920
+175
92
$377K 0.14%
+5,569
93
$371K 0.14%
2,646
+30
94
$371K 0.14%
+2,722
95
$370K 0.14%
+9,953
96
$370K 0.14%
+19,246
97
$368K 0.13%
+2,277
98
$367K 0.13%
1,324
+34
99
$366K 0.13%
3,481
+43
100
$366K 0.13%
+8,533
2 3
4
5 6