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
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.7M
3
+$6.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$249K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$229K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$879K
5
INGR icon
Ingredion
INGR
+$685K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49K 0.02%
2,596
+218
102
$48K 0.02%
1,399
+112
103
$47K 0.02%
2,177
+173
104
$47K 0.02%
+1,846
105
$47K 0.02%
1,864
+146
106
$46K 0.01%
834
-4,094
107
$45K 0.01%
927
+72
108
$44K 0.01%
+1,333
109
$41K 0.01%
28
+2
110
$40K 0.01%
+1,428
111
$37K 0.01%
255
+41
112
$36K 0.01%
2,223
+181
113
$30K 0.01%
209
-14
114
$25K 0.01%
600
+101
115
$24K 0.01%
643
+51
116
$24K 0.01%
456
+36
117
$22K 0.01%
+77
118
$21K 0.01%
425
119
$20K 0.01%
410
+30
120
$19K 0.01%
+222
121
$19K 0.01%
200
122
$17K 0.01%
+1,092
123
$17K 0.01%
+575
124
$17K 0.01%
+950
125
$16K 0.01%
+1,219
3 4
5
6 7