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
101
$364K 0.13%
6,441
+77
102
$364K 0.13%
10,488
+122
103
$361K 0.13%
7,521
+250
104
$359K 0.13%
2,435
+33
105
$356K 0.13%
+7,757
106
$355K 0.13%
18,788
+4
107
$352K 0.13%
7,541
+87
108
$348K 0.13%
+9,760
109
$346K 0.13%
10,399
+144
110
$344K 0.13%
+2,629
111
$343K 0.13%
4,808
+59
112
$340K 0.12%
9,921
+171
113
$333K 0.12%
+6,449
114
$332K 0.12%
957
-26
115
$327K 0.12%
2,537
+33
116
$326K 0.12%
3,054
+44
117
$326K 0.12%
5,473
+75
118
$314K 0.11%
8,111
+333
119
$306K 0.11%
5,567
+87
120
$303K 0.11%
5,655
+111
121
$301K 0.11%
1,752
+26
122
$294K 0.11%
20,245
+391
123
$293K 0.11%
2,690
-32,898
124
$290K 0.11%
4,179
125
$289K 0.11%
2,580
+46
3 4
5
6 7