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
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.7M
3
+$6.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$249K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$229K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$879K
5
INGR icon
Ingredion
INGR
+$685K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K ﹤0.01%
+316
152
$15K ﹤0.01%
+195
153
$15K ﹤0.01%
+237
154
$15K ﹤0.01%
+189
155
$15K ﹤0.01%
+168
156
$15K ﹤0.01%
+166
157
$15K ﹤0.01%
+188
158
$15K ﹤0.01%
+480
159
$15K ﹤0.01%
+74
160
$15K ﹤0.01%
+612
161
$15K ﹤0.01%
+657
162
$15K ﹤0.01%
+1,335
163
$15K ﹤0.01%
+762
164
$15K ﹤0.01%
+200
165
$15K ﹤0.01%
+397
166
$15K ﹤0.01%
+101
167
$15K ﹤0.01%
+92
168
$15K ﹤0.01%
+125
169
$15K ﹤0.01%
495
+8
170
$15K ﹤0.01%
+1,105
171
$15K ﹤0.01%
+206
172
$15K ﹤0.01%
+193
173
$15K ﹤0.01%
+294
174
$15K ﹤0.01%
+1,094
175
$15K ﹤0.01%
+227
5 6
7
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