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
176
$133K 0.05%
+1,973
177
$132K 0.05%
583
+70
178
$114K 0.04%
382
+40
179
$110K 0.04%
532
+103
180
$106K 0.04%
563
+63
181
$105K 0.04%
1,428
182
$105K 0.04%
500
183
$104K 0.04%
935
+69
184
$103K 0.04%
1,183
+135
185
$103K 0.04%
379
+74
186
$101K 0.04%
809
+95
187
$100K 0.04%
832
+206
188
$99K 0.04%
1,068
+213
189
$98K 0.04%
722
+87
190
$94K 0.03%
408
+69
191
$93K 0.03%
461
+77
192
$92K 0.03%
437
+93
193
$91K 0.03%
+655
194
$91K 0.03%
+1,030
195
$90K 0.03%
185
+18
196
$88K 0.03%
+1,164
197
$87K 0.03%
4,128
198
$85K 0.03%
438
+21
199
$83K 0.03%
258
+114
200
$82K 0.03%
3,991
-45
6 7
8
9 10