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
1
$9.44M 3.48%
221,320
-17,440
2
$7.01M 2.59%
24,987
-1,303
3
$6.99M 2.58%
114,727
-7,264
4
$6.94M 2.56%
45,191
-3,161
5
$6.81M 2.52%
43,490
-2,970
6
$6.54M 2.41%
40,914
-2,088
7
$6.44M 2.38%
57,922
-2,823
8
$6.08M 2.25%
277,618
-16,143
9
$6.08M 2.24%
43,734
-1,681
10
$6.01M 2.22%
35,121
-1,928
11
$5.73M 2.12%
126,613
-4,313
12
$5.66M 2.09%
67,942
-3,735
13
$5.62M 2.07%
43,865
-1,791
14
$5.57M 2.05%
104,144
-4,571
15
$5.38M 1.99%
69,031
-2,379
16
$5.34M 1.97%
36,102
-634
17
$5.34M 1.97%
4,562
-180
18
$5.12M 1.89%
36,505
-1,610
19
$5.12M 1.89%
36,952
-1,629
20
$5.07M 1.87%
36,452
-1,169
21
$4.99M 1.84%
84,667
-2,904
22
$4.93M 1.82%
36,232
-1,376
23
$4.88M 1.8%
73,123
-2,692
24
$4.86M 1.79%
18,061
-698
25
$4.83M 1.78%
33,503
-1,477
1
2 3 4 5