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
$354M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.96M
3
+$6.7M
4
CTAS icon
Cintas
CTAS
+$6.64M
5
GPC icon
Genuine Parts
GPC
+$6.14M

Top Sells

1
+$7.78M
2
+$6.83M
3
+$6.23M
4
SO icon
Southern Company
SO
+$6.12M
5
ETR icon
Entergy
ETR
+$5.85M

Sector Composition

1 Healthcare 15.38%
2 Consumer Staples 14.86%
3 Financials 13.79%
4 Energy 13.17%
5 Industrials 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$264K 0.07%
34,299
+950
177
$263K 0.07%
3,853
178
$262K 0.07%
1,983
+61
179
$262K 0.07%
4,445
+61
180
$261K 0.07%
10,846
+339
181
$261K 0.07%
3,808
+99
182
$256K 0.07%
3,584
+110
183
$253K 0.07%
9,243
+341
184
$248K 0.07%
5,217
+145
185
$247K 0.07%
1,668
+139
186
$243K 0.07%
+11,150
187
$242K 0.07%
2,235
+65
188
$242K 0.07%
+15,174
189
$238K 0.07%
4,101
190
$235K 0.07%
12,687
+163
191
$231K 0.07%
11,014
192
$227K 0.06%
+165
193
$223K 0.06%
+1,266
194
$222K 0.06%
3,518
+100
195
$208K 0.06%
1,708
196
$207K 0.06%
+630
197
$204K 0.06%
4,056
+53
198
$186K 0.05%
10,067
+330
199
$182K 0.05%
2,486
+252
200
$178K 0.05%
904
+14
6 7
8
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