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
$408M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.27M
3
+$3.02M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M

Top Sells

1
+$6.19M
2
+$6.14M
3
+$1.33M
4
LW icon
Lamb Weston
LW
+$714K
5
OMC icon
Omnicom Group
OMC
+$646K

Sector Composition

1 Technology 23.23%
2 Consumer Discretionary 13.85%
3 Financials 12.34%
4 Healthcare 12.14%
5 Communication Services 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$463K 0.11%
9,340
-334
127
$454K 0.11%
+3,281
128
$452K 0.11%
2,657
-29
129
$448K 0.11%
3,062
-29
130
$447K 0.11%
8,062
-207
131
$444K 0.11%
+7,737
132
$444K 0.11%
1,425
-16
133
$442K 0.11%
+5,177
134
$440K 0.11%
4,318
-44
135
$438K 0.11%
3,775
-100
136
$437K 0.11%
+1,235
137
$437K 0.11%
+6,522
138
$435K 0.11%
+1,146
139
$433K 0.11%
3,411
+3,394
140
$431K 0.11%
8,700
+8,200
141
$430K 0.11%
2,610
-75
142
$430K 0.11%
7,435
+35
143
$428K 0.1%
785
-20
144
$427K 0.1%
5,930
-1,438
145
$426K 0.1%
1,638
+22
146
$425K 0.1%
1,017
-13
147
$423K 0.1%
+2,133
148
$422K 0.1%
2,719
+61
149
$422K 0.1%
+4,795
150
$419K 0.1%
4,475
-127
4 5
6
7 8