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
$317M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.35M
3
+$5.27M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.26M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.26M

Top Sells

1
+$1.52M
2
+$1.42M
3
+$1.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$352K
5
HTO
H2O America
HTO
+$219K

Sector Composition

1 Technology 8.63%
2 Financials 8.63%
3 Industrials 7.16%
4 Healthcare 6.69%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.07%
+69,290
27
$3.27M 1.03%
59,904
+840
28
$3.05M 0.96%
13,449
-102
29
$2.97M 0.94%
+94,853
30
$2.8M 0.88%
29,752
+1,159
31
$2.78M 0.88%
32,742
-1,030
32
$2.73M 0.86%
8,314
-66
33
$2.71M 0.86%
+90,480
34
$2.71M 0.86%
6,016
+20
35
$2.68M 0.85%
112,925
+4,896
36
$2.67M 0.84%
19,932
+252
37
$2.63M 0.83%
+26,299
38
$2.59M 0.82%
24,025
-70
39
$2.54M 0.8%
19,222
+1,490
40
$2.52M 0.8%
9,189
-298
41
$2.49M 0.78%
36,001
+670
42
$2.46M 0.78%
+19,287
43
$2.42M 0.76%
1,518
+39
44
$2.36M 0.75%
62,954
+3,256
45
$2.32M 0.73%
25,251
+1,292
46
$2.3M 0.73%
9,181
-63
47
$2.21M 0.7%
+85,684
48
$2.21M 0.7%
+59,035
49
$2.17M 0.68%
+21,296
50
$2.15M 0.68%
+81,690
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