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
$263M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.84M
3
+$4.25M
4
GIS icon
General Mills
GIS
+$4.14M
5
GPN icon
Global Payments
GPN
+$675K

Top Sells

1
+$5.17M
2
+$4.51M
3
+$4.47M
4
HRL icon
Hormel Foods
HRL
+$4.26M
5
TSS
Total System Services, Inc.
TSS
+$686K

Sector Composition

1 Technology 20.87%
2 Consumer Staples 13.44%
3 Financials 11.04%
4 Industrials 10.67%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$332K 0.13%
9,730
-95
102
$331K 0.13%
1,279
-12
103
$329K 0.13%
+3,438
104
$328K 0.12%
+7,271
105
$327K 0.12%
21,270
-200
106
$327K 0.12%
18,784
107
$322K 0.12%
+3,010
108
$317K 0.12%
983
-56
109
$313K 0.12%
+5,480
110
$311K 0.12%
+2,665
111
$309K 0.12%
3,428
-668
112
$306K 0.12%
7,778
-118
113
$299K 0.11%
+9,750
114
$299K 0.11%
4,031
+7
115
$297K 0.11%
+5,774
116
$297K 0.11%
7,146
-70
117
$290K 0.11%
+5,398
118
$289K 0.11%
+2,534
119
$289K 0.11%
2,625
-26
120
$284K 0.11%
+10,255
121
$284K 0.11%
+19,854
122
$283K 0.11%
+1,726
123
$281K 0.11%
+11,910
124
$276K 0.1%
+4,179
125
$275K 0.1%
5,544
-95
3 4
5
6 7