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
$122M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$205K
3
+$136K
4
MBTF
MBT Financial Corporation
MBTF
+$128K
5
SLB icon
SLB Limited
SLB
+$92.6K

Top Sells

1
+$1.65M
2
+$1.11M
3
+$813K
4
CASY icon
Casey's General Stores
CASY
+$507K
5
CVX icon
Chevron
CVX
+$501K

Sector Composition

1 Financials 18.37%
2 Industrials 13.38%
3 Healthcare 11.51%
4 Technology 11.33%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.43%
8,945
+32
27
$1.74M 1.43%
10,586
28
$1.72M 1.42%
17,781
+346
29
$1.71M 1.4%
15,674
+207
30
$1.62M 1.33%
20,327
+241
31
$1.61M 1.32%
29,130
+486
32
$1.6M 1.31%
18,796
+125
33
$1.5M 1.24%
11,324
+119
34
$1.45M 1.19%
59,784
+659
35
$1.43M 1.18%
9,953
+131
36
$1.41M 1.16%
248,683
+6,426
37
$1.4M 1.15%
26,234
+463
38
$1.39M 1.15%
10,855
+258
39
$1.3M 1.07%
25,782
+708
40
$1.28M 1.05%
33,166
+405
41
$1.27M 1.05%
38,798
+1,661
42
$1.1M 0.9%
16,913
+620
43
$1.09M 0.9%
23,239
+940
44
$1.07M 0.88%
6,682
+350
45
$1.07M 0.88%
10,206
-4,824
46
$1.02M 0.84%
28,580
+1,470
47
$994K 0.82%
8,915
+275
48
$953K 0.78%
+36,280
49
$852K 0.7%
70,928
+1,200
50
$829K 0.68%
22,677
+248
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