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
$468M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.14M
3
+$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1
+$10.9M
2
+$9.96M
3
+$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$316K 0.07%
2,777
177
$315K 0.07%
8,618
-290
178
$309K 0.07%
9,798
179
$307K 0.07%
2,166
180
$304K 0.07%
22,320
181
$299K 0.06%
4,647
182
$290K 0.06%
+8,313
183
$289K 0.06%
1,735
184
$289K 0.06%
1,261
-101
185
$286K 0.06%
1,794
+1,650
186
$283K 0.06%
138
-5
187
$277K 0.06%
2,148
188
$274K 0.06%
2,140
-3
189
$272K 0.06%
15,008
+117
190
$269K 0.06%
2,806
191
$265K 0.06%
8,833
192
$264K 0.06%
7,823
193
$257K 0.06%
50,457
+948
194
$253K 0.05%
3,607
+96
195
$251K 0.05%
1,906
196
$250K 0.05%
3,919
197
$248K 0.05%
1,433
-2,081
198
$248K 0.05%
527
+9
199
$244K 0.05%
+11,417
200
$242K 0.05%
13,304
+233
6 7
8
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