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
$408M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.27M
3
+$3.02M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M

Top Sells

1
+$6.19M
2
+$6.14M
3
+$1.33M
4
LW icon
Lamb Weston
LW
+$714K
5
OMC icon
Omnicom Group
OMC
+$646K

Sector Composition

1 Technology 23.23%
2 Consumer Discretionary 13.85%
3 Financials 12.34%
4 Healthcare 12.14%
5 Communication Services 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.07%
2,135
-144
177
$274K 0.07%
3,910
178
$269K 0.07%
2,899
+71
179
$267K 0.07%
7,848
180
$266K 0.07%
3,639
181
$261K 0.06%
1,564
-17
182
$258K 0.06%
+2,709
183
$254K 0.06%
+8,555
184
$252K 0.06%
+2,850
185
$251K 0.06%
167
186
$247K 0.06%
1,603
+81
187
$245K 0.06%
4,600
+212
188
$243K 0.06%
8,849
189
$243K 0.06%
3,284
190
$242K 0.06%
3,198
+2,942
191
$229K 0.06%
2,258
-18
192
$228K 0.06%
1,704
+1,577
193
$227K 0.06%
+6,439
194
$226K 0.06%
1,701
+75
195
$226K 0.06%
9,236
-40
196
$222K 0.05%
1,437
+70
197
$217K 0.05%
+3,677
198
$217K 0.05%
138
+8
199
$215K 0.05%
+905
200
$200K 0.05%
+9,257
6 7
8
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