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
$452M
AUM Growth
+$124K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$7.55M
3
+$7.42M
4
PNC icon
PNC Financial Services
PNC
+$7.36M
5
ZBRA icon
Zebra Technologies
ZBRA
+$626K

Top Sells

1
+$8.15M
2
+$6.45M
3
+$6.15M
4
Z icon
Zillow
Z
+$5.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.24M

Sector Composition

1 Technology 26.47%
2 Financials 15.48%
3 Industrials 12.49%
4 Communication Services 11.51%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$212K 0.05%
4,548
+155
202
$212K 0.05%
518
+23
203
$210K 0.05%
+14,891
204
$208K 0.05%
+4,538
205
$207K 0.05%
+4,208
206
$207K 0.05%
1,595
-8
207
$206K 0.05%
13,505
+605
208
$206K 0.05%
4,909
-140
209
$204K 0.05%
+2,963
210
$199K 0.04%
969
+42
211
$198K 0.04%
4,547
+207
212
$195K 0.04%
+10,329
213
$193K 0.04%
1,423
-40
214
$185K 0.04%
+6,938
215
$182K 0.04%
5,497
216
$177K 0.04%
2,000
+99
217
$171K 0.04%
2,207
218
$170K 0.04%
1,077
-48
219
$164K 0.04%
4,281
+625
220
$163K 0.04%
+1,516
221
$154K 0.03%
6,420
222
$145K 0.03%
+1,894
223
$139K 0.03%
259
-13
224
$133K 0.03%
1,207
225
$108K 0.02%
1,075
-1,660
7 8
9
10 11