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
126
$288K 0.11%
10,218
127
$286K 0.1%
2,711
+46
128
$284K 0.1%
757
+2
129
$267K 0.1%
705
+13
130
$266K 0.1%
8,645
-5,650
131
$258K 0.09%
4,464
-188
132
$250K 0.09%
2,714
+35
133
$248K 0.09%
7,583
-117
134
$247K 0.09%
6,075
-83
135
$246K 0.09%
651
136
$237K 0.09%
2,921
+4
137
$235K 0.09%
+6,940
138
$230K 0.08%
1,830
-114
139
$222K 0.08%
3,876
-53
140
$220K 0.08%
4,742
-65
141
$219K 0.08%
8,660
142
$209K 0.08%
1,526
143
$207K 0.08%
8,566
-125
144
$198K 0.07%
4,049
+106
145
$192K 0.07%
1,274
+171
146
$184K 0.07%
2,592
147
$183K 0.07%
3,340
148
$179K 0.07%
1,751
+49
149
$178K 0.07%
1,073
+207
150
$178K 0.07%
3,946
+482
4 5
6
7 8