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
176
$15K ﹤0.01%
+972
177
$15K ﹤0.01%
+553
178
$15K ﹤0.01%
+294
179
$15K ﹤0.01%
+345
180
$15K ﹤0.01%
+320
181
$15K ﹤0.01%
+65
182
$14K ﹤0.01%
+65
183
$14K ﹤0.01%
+129
184
$14K ﹤0.01%
+308
185
$14K ﹤0.01%
+122
186
$14K ﹤0.01%
157
+13
187
$14K ﹤0.01%
+124
188
$14K ﹤0.01%
+142
189
$14K ﹤0.01%
+11
190
$13K ﹤0.01%
+254
191
$12K ﹤0.01%
950
+78
192
$12K ﹤0.01%
1,000
193
$12K ﹤0.01%
626
-49
194
$12K ﹤0.01%
+96
195
$11K ﹤0.01%
170
+12
196
$11K ﹤0.01%
141
+12
197
$11K ﹤0.01%
496
+36
198
$11K ﹤0.01%
354
199
$11K ﹤0.01%
241
+19
200
$9K ﹤0.01%
125
+64
6 7
8
9 10