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
$218M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.5M
3
+$9.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.98M

Top Sells

1
+$2.77M
2
+$1.09M
3
+$1.03M
4
UBS icon
UBS Group
UBS
+$523K
5
RP
RealPage, Inc.
RP
+$173K

Sector Composition

1 Technology 9.96%
2 Financials 9.74%
3 Healthcare 7.95%
4 Industrials 7.19%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.13%
54,648
-12
27
$2.45M 1.12%
17,545
-142
28
$2.35M 1.08%
20,678
+34
29
$2.35M 1.08%
+28,778
30
$2.27M 1.04%
8,461
-152
31
$2.22M 1.02%
49,361
+249
32
$2.21M 1.01%
34,896
-1,158
33
$2.13M 0.98%
8,982
-4
34
$2.01M 0.92%
+11,261
35
$1.97M 0.91%
6,709
+3
36
$1.91M 0.88%
13,998
+543
37
$1.83M 0.84%
15,606
-177
38
$1.81M 0.83%
17,905
+104
39
$1.77M 0.82%
47,743
-606
40
$1.77M 0.81%
8,111
+81
41
$1.62M 0.75%
20,335
-155
42
$1.61M 0.74%
30,380
+134
43
$1.58M 0.73%
24,089
+292
44
$1.57M 0.72%
9,641
-171
45
$1.56M 0.72%
16,635
+112
46
$1.56M 0.72%
10,147
+94
47
$1.5M 0.69%
10,192
-91
48
$1.49M 0.69%
26,117
+283
49
$1.49M 0.68%
9,376
+124
50
$1.48M 0.68%
8,755
+143
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