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
151
$171K 0.06%
+4,735
152
$168K 0.06%
+1,011
153
$167K 0.06%
854
+36
154
$163K 0.06%
2,142
+95
155
$162K 0.06%
2,269
+76
156
$161K 0.06%
2,809
+124
157
$160K 0.06%
1,865
+69
158
$160K 0.06%
2,739
+77
159
$158K 0.06%
2,969
+76
160
$155K 0.06%
+620
161
$155K 0.06%
3,047
+111
162
$153K 0.06%
2,178
+84
163
$152K 0.06%
1,902
+83
164
$151K 0.06%
+6,077
165
$149K 0.05%
4,606
+171
166
$149K 0.05%
+3,531
167
$147K 0.05%
+1,356
168
$145K 0.05%
2,077
+94
169
$143K 0.05%
2,208
+196
170
$141K 0.05%
1,283
+53
171
$141K 0.05%
3,155
-416
172
$137K 0.05%
1,745
+99
173
$136K 0.05%
4,594
+263
174
$134K 0.05%
4,265
+209
175
$133K 0.05%
1,100
5 6
7
8 9