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
$311M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.7M
3
+$6.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$249K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$229K

Top Sells

1
+$8.37M
2
+$6.84M
3
+$5.7M
4
CTAS icon
Cintas
CTAS
+$879K
5
INGR icon
Ingredion
INGR
+$685K

Sector Composition

1 Consumer Staples 23.86%
2 Industrials 14.66%
3 Financials 10.51%
4 Technology 9.61%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
+55
202
$7K ﹤0.01%
+77
203
$7K ﹤0.01%
+46
204
$6K ﹤0.01%
+474
205
$6K ﹤0.01%
140
+80
206
$6K ﹤0.01%
80
+56
207
$6K ﹤0.01%
75
+49
208
$6K ﹤0.01%
44
+2
209
$5K ﹤0.01%
100
210
$5K ﹤0.01%
55
+20
211
$4K ﹤0.01%
+131
212
$4K ﹤0.01%
30
213
$4K ﹤0.01%
39
+17
214
$4K ﹤0.01%
80
+32
215
$4K ﹤0.01%
+122
216
$4K ﹤0.01%
128
-36
217
$4K ﹤0.01%
40
-9
218
$4K ﹤0.01%
+120
219
$4K ﹤0.01%
150
-90
220
$3K ﹤0.01%
34
-23
221
$3K ﹤0.01%
+38
222
$3K ﹤0.01%
55
223
$3K ﹤0.01%
+28
224
$3K ﹤0.01%
+87
225
$3K ﹤0.01%
57
7 8
9
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