CIP

Capital Insight Partners Portfolio holdings

AUM $604M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.36M
3
+$1.36M
4
NKE icon
Nike
NKE
+$1.09M
5
SGI
Somnigroup International
SGI
+$973K

Top Sells

1
+$1.92M
2
+$1.51M
3
+$1.45M
4
RKUS
RUCKUS WIRELESS INC COM STK (DE)
RKUS
+$1.22M
5
ORCL icon
Oracle
ORCL
+$612K

Sector Composition

1 Healthcare 15.27%
2 Financials 13.06%
3 Consumer Staples 11.57%
4 Industrials 11.48%
5 Technology 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.99%
29,380
+402
27
$1.99M 1.89%
15,570
+6,188
28
$1.77M 1.68%
25,249
-10
29
$1.67M 1.59%
18,978
+119
30
$1.59M 1.51%
177,410
+8,695
31
$1.4M 1.33%
76,007
+3,083
32
$1.36M 1.29%
+25,086
33
$1.36M 1.29%
+26,657
34
$1.26M 1.19%
36,704
+902
35
$1.25M 1.19%
62,247
+5,871
36
$1.2M 1.14%
9,130
+146
37
$1.1M 1.04%
16,506
-21,745
38
$1.09M 1.04%
19,250
+290
39
$1.09M 1.03%
+19,708
40
$973K 0.92%
+70,332
41
$953K 0.91%
25,440
+520
42
$928K 0.88%
47,238
-7,040
43
$569K 0.54%
27,465
-2,400
44
$489K 0.46%
7,875
+17
45
$462K 0.44%
3,159
+88
46
$430K 0.41%
17,992
+100
47
$376K 0.36%
+33,456
48
$349K 0.33%
8,643
-1,637
49
$324K 0.31%
9,938
+647
50
$312K 0.3%
6,885
+110
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2
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