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
$271M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.11M
3
+$3.88M
4
PYPL icon
PayPal
PYPL
+$3.84M
5
CI icon
Cigna
CI
+$3.65M

Top Sells

1
+$5.51M
2
+$4.55M
3
+$4.07M
4
BEN icon
Franklin Resources
BEN
+$3.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$999K

Sector Composition

1 Technology 26.52%
2 Financials 18.27%
3 Industrials 13.68%
4 Healthcare 10.11%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71K 0.03%
646
+191
202
$70K 0.03%
741
+84
203
$69K 0.03%
873
+137
204
$61K 0.02%
477
+79
205
$61K 0.02%
1,364
+214
206
$59K 0.02%
4,260
+810
207
$59K 0.02%
1,055
+170
208
$57K 0.02%
+3,388
209
$56K 0.02%
1,854
+300
210
$55K 0.02%
917
211
$55K 0.02%
275
212
$54K 0.02%
+244
213
$54K 0.02%
442
+79
214
$54K 0.02%
835
215
$46K 0.02%
1,550
+750
216
$44K 0.02%
860
+580
217
$37K 0.01%
235
+135
218
$37K 0.01%
308
+179
219
$37K 0.01%
60
220
$36K 0.01%
1,065
+11
221
$35K 0.01%
197
+97
222
$35K 0.01%
388
+207
223
$32K 0.01%
150
+63
224
$30K 0.01%
201
+100
225
$27K 0.01%
265
-54,110
7 8
9
10 11