CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.9M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$233K
3
+$131K
4
AMZN icon
Amazon
AMZN
+$128K
5
JPM icon
JPMorgan Chase
JPM
+$95.3K

Top Sells

1
+$1.08M
2
+$491K
3
+$213K
4
XOM icon
Exxon Mobil
XOM
+$129K
5
HON icon
Honeywell
HON
+$115K

Sector Composition

1 Financials 17.96%
2 Industrials 13.03%
3 Technology 12.63%
4 Healthcare 12.55%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.49%
95,336
+382
27
$1.38M 1.42%
8,019
+185
28
$1.36M 1.41%
15,707
+125
29
$1.32M 1.37%
22,525
+7
30
$1.31M 1.35%
17,693
+91
31
$1.29M 1.34%
10,133
+51
32
$1.23M 1.27%
8,674
-15
33
$1.21M 1.25%
35,479
+508
34
$1.19M 1.23%
8,490
+1
35
$1.19M 1.23%
9,267
+72
36
$1.18M 1.22%
15,845
-65
37
$1.14M 1.18%
9,548
-231
38
$1.06M 1.1%
23,546
+199
39
$981K 1.01%
29,271
+39
40
$902K 0.93%
24,989
-2,295
41
$893K 0.92%
14,999
+431
42
$881K 0.91%
20,783
-314
43
$864K 0.89%
26,320
+480
44
$863K 0.89%
17,907
-58
45
$852K 0.88%
32,896
+620
46
$821K 0.85%
5,899
-7
47
$765K 0.79%
+33,224
48
$751K 0.78%
7,697
+894
49
$744K 0.77%
20,161
-34
50
$742K 0.77%
54,230
+381
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