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
126
$266K 0.1%
755
+7
127
$251K 0.1%
10,218
-150
128
$251K 0.1%
1,001
-10
129
$241K 0.09%
4,652
+114
130
$237K 0.09%
651
131
$236K 0.09%
2,917
132
$235K 0.09%
1,944
+56
133
$232K 0.09%
6,158
+161
134
$232K 0.09%
7,700
+204
135
$227K 0.09%
+692
136
$220K 0.08%
3,714
+2,085
137
$219K 0.08%
2,679
138
$219K 0.08%
8,660
139
$215K 0.08%
3,929
+114
140
$215K 0.08%
+4,807
141
$207K 0.08%
1,526
+28
142
$202K 0.08%
8,691
+264
143
$186K 0.07%
2,047
+43
144
$183K 0.07%
3,571
+155
145
$175K 0.07%
3,943
+96
146
$165K 0.06%
1,702
+55
147
$163K 0.06%
3,340
-144
148
$161K 0.06%
3,464
149
$160K 0.06%
2,592
150
$158K 0.06%
818
+33
4 5
6
7 8