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
151
$156K 0.06%
1,103
152
$153K 0.06%
+2,936
153
$152K 0.06%
2,193
+115
154
$148K 0.06%
+2,893
155
$148K 0.06%
1,870
156
$146K 0.06%
2,662
157
$145K 0.06%
+4,435
158
$142K 0.05%
2,685
+135
159
$142K 0.05%
4,056
+160
160
$140K 0.05%
+2,094
161
$139K 0.05%
+1,796
162
$134K 0.05%
6,167
163
$133K 0.05%
+1,819
164
$131K 0.05%
866
+34
165
$130K 0.05%
1,100
166
$130K 0.05%
1,230
+68
167
$130K 0.05%
2,012
+789
168
$128K 0.05%
2,043
+126
169
$126K 0.05%
+1,646
170
$126K 0.05%
2,276
171
$125K 0.05%
1,642
172
$124K 0.05%
4,331
+2,640
173
$121K 0.05%
1,732
174
$112K 0.04%
1,983
175
$108K 0.04%
+3,463
5 6
7
8 9