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
151
$179K 0.07%
4,409
152
$178K 0.07%
3,570
153
$178K 0.07%
1,333
-14
154
$176K 0.07%
3,538
-130
155
$176K 0.07%
3,159
156
$174K 0.06%
3,270
-137
157
$169K 0.06%
1,662
158
$169K 0.06%
+3,269
159
$167K 0.06%
1,892
-60
160
$166K 0.06%
+2,822
161
$165K 0.06%
1,643
-12
162
$164K 0.06%
9,936
163
$161K 0.06%
9,519
164
$153K 0.06%
+2,907
165
$152K 0.06%
+4,766
166
$148K 0.05%
2,930
-444
167
$148K 0.05%
2,901
-81
168
$146K 0.05%
+1,796
169
$145K 0.05%
7,197
170
$143K 0.05%
+3,132
171
$143K 0.05%
2,174
+734
172
$143K 0.05%
7,695
-210
173
$143K 0.05%
1,912
-9
174
$137K 0.05%
3,004
175
$134K 0.05%
+7,729
5 6
7
8 9