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
176
$134K 0.05%
4,268
+622
177
$134K 0.05%
884
-50
178
$133K 0.05%
2,514
+411
179
$132K 0.05%
2,117
180
$126K 0.05%
3,278
+572
181
$126K 0.05%
2,673
+468
182
$126K 0.05%
+4,354
183
$126K 0.05%
+8,527
184
$125K 0.05%
1,100
-6
185
$115K 0.04%
626
+155
186
$115K 0.04%
1,600
187
$115K 0.04%
+4,579
188
$112K 0.04%
1,294
+704
189
$109K 0.04%
3,574
+707
190
$108K 0.04%
860
-272
191
$103K 0.04%
500
192
$103K 0.04%
1,521
-181
193
$101K 0.04%
2,000
194
$100K 0.04%
1,624
+562
195
$96K 0.04%
652
+52
196
$95K 0.04%
1,102
+416
197
$85K 0.03%
1,122
+210
198
$74K 0.03%
292
+150
199
$74K 0.03%
3,412
+495
200
$74K 0.03%
+3,781
6 7
8
9 10