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
126
$289K 0.11%
5,056
+4,990
127
$287K 0.11%
839
-63
128
$286K 0.11%
3,437
+316
129
$278K 0.1%
4,376
+4,311
130
$275K 0.1%
4,913
+597
131
$274K 0.1%
7,455
-520
132
$255K 0.09%
10,042
+1,835
133
$253K 0.09%
7,856
+1,358
134
$250K 0.09%
7,831
+1,408
135
$249K 0.09%
7,933
+1,410
136
$247K 0.09%
2,435
-354
137
$240K 0.09%
+3,642
138
$229K 0.08%
6,842
-3
139
$216K 0.08%
8,660
140
$212K 0.08%
1,135
141
$206K 0.08%
3,923
-156
142
$204K 0.08%
6,661
143
$201K 0.07%
3,298
144
$200K 0.07%
4,610
145
$197K 0.07%
1,671
146
$192K 0.07%
2,660
+400
147
$191K 0.07%
12,756
148
$185K 0.07%
3,942
+1,534
149
$183K 0.07%
3,518
+1,224
150
$179K 0.07%
+3,167
4 5
6
7 8