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
176
$107K 0.04%
513
177
$107K 0.04%
3,203
+88
178
$102K 0.04%
673
179
$95K 0.04%
500
180
$93K 0.04%
342
+21
181
$87K 0.03%
866
+121
182
$86K 0.03%
500
+48
183
$85K 0.03%
429
184
$85K 0.03%
+713
185
$85K 0.03%
4,128
+765
186
$84K 0.03%
714
+103
187
$84K 0.03%
1,048
+149
188
$81K 0.03%
384
+40
189
$81K 0.03%
635
+94
190
$81K 0.03%
+1,843
191
$80K 0.03%
1,428
192
$80K 0.03%
+1,768
193
$79K 0.03%
342
194
$79K 0.03%
855
195
$76K 0.03%
4,036
+81
196
$76K 0.03%
417
197
$75K 0.03%
339
+37
198
$75K 0.03%
379
+43
199
$75K 0.03%
305
200
$74K 0.03%
344
6 7
8
9 10