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
$356M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.94M
3
+$1.86M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.78M
5
CL icon
Colgate-Palmolive
CL
+$1.25M

Top Sells

1
+$2.42M
2
+$1.29M
3
+$685K
4
TSCO icon
Tractor Supply
TSCO
+$447K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 8.5%
2 Financials 8.3%
3 Industrials 7.57%
4 Healthcare 6.81%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.04%
76,065
+1,882
27
$3.54M 0.99%
13,509
+60
28
$3.52M 0.99%
16,737
-385
29
$3.51M 0.99%
60,113
+209
30
$3.27M 0.92%
30,998
+4,699
31
$3.27M 0.92%
22,218
+2,931
32
$3.02M 0.85%
27,970
+3,945
33
$2.98M 0.84%
32,954
+212
34
$2.98M 0.84%
94,853
35
$2.94M 0.83%
6,124
+108
36
$2.94M 0.83%
19,963
+31
37
$2.92M 0.82%
37,786
+16,151
38
$2.89M 0.81%
30,010
+258
39
$2.88M 0.81%
36,034
+33
40
$2.86M 0.8%
92,782
+2,302
41
$2.79M 0.79%
115,900
+2,975
42
$2.76M 0.78%
8,235
-79
43
$2.67M 0.75%
9,218
+29
44
$2.66M 0.75%
25,635
+384
45
$2.64M 0.74%
1,544
+26
46
$2.63M 0.74%
26,237
+5,101
47
$2.61M 0.73%
18,830
-392
48
$2.6M 0.73%
20,698
-140
49
$2.55M 0.72%
9,189
+8
50
$2.55M 0.72%
24,974
+3,678
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