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
$273M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$5.02M
3
+$4.91M
4
QRVO icon
Qorvo
QRVO
+$555K
5
DOV icon
Dover
DOV
+$418K

Top Sells

1
+$7.03M
2
+$5.44M
3
+$3.58M
4
TSCO icon
Tractor Supply
TSCO
+$491K
5
COO icon
Cooper Companies
COO
+$450K

Sector Composition

1 Technology 21.74%
2 Industrials 14.76%
3 Consumer Staples 13.24%
4 Healthcare 10.62%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$82K 0.03%
426
+47
202
$82K 0.03%
+1,359
203
$81K 0.03%
1,796
+262
204
$77K 0.03%
498
-7
205
$77K 0.03%
1,445
+152
206
$77K 0.03%
1,022
-14
207
$76K 0.03%
820
208
$75K 0.03%
1,843
209
$75K 0.03%
+12,720
210
$74K 0.03%
341
-1
211
$72K 0.03%
401
-35
212
$71K 0.03%
1,390
-20
213
$70K 0.03%
360
214
$68K 0.02%
402
+16
215
$64K 0.02%
1,289
-17
216
$64K 0.02%
450
217
$62K 0.02%
473
-240
218
$61K 0.02%
1,042
-15
219
$61K 0.02%
+2,990
220
$58K 0.02%
650
221
$56K 0.02%
620
-9
222
$56K 0.02%
1,160
-608
223
$55K 0.02%
357
-5
224
$50K 0.02%
811
+376
225
$48K 0.02%
582
-7
7 8
9
10 11