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
$397M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.58M
3
+$2.49M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.92M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.74M

Top Sells

1
+$1.39M
2
+$1.26M
3
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.12M
5
TREX icon
Trex
TREX
+$926K

Sector Composition

1 Financials 8.57%
2 Technology 7.84%
3 Industrials 7.51%
4 Healthcare 6.66%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.06%
78,061
-291
27
$4.19M 1.05%
77,067
+1,002
28
$4.14M 1.04%
47,962
+28,850
29
$3.85M 0.97%
57,229
-2,884
30
$3.82M 0.96%
30,093
+83
31
$3.76M 0.95%
16,920
+183
32
$3.58M 0.9%
42,810
-11,065
33
$3.57M 0.9%
117,735
+1,835
34
$3.46M 0.87%
1,553
+9
35
$3.45M 0.87%
21,452
-766
36
$3.36M 0.85%
29,619
-1,379
37
$3.34M 0.84%
36,622
+588
38
$3.32M 0.84%
6,229
+105
39
$3.26M 0.82%
38,072
+286
40
$3.19M 0.8%
32,702
-252
41
$3.11M 0.78%
64,937
+529
42
$3.04M 0.77%
25,965
+330
43
$3.03M 0.76%
21,507
-1,140
44
$2.98M 0.75%
94,853
45
$2.92M 0.73%
25,320
-917
46
$2.9M 0.73%
46,696
+3,516
47
$2.85M 0.72%
91,688
-1,094
48
$2.85M 0.72%
20,111
+148
49
$2.82M 0.71%
56,293
-1,610
50
$2.81M 0.71%
18,920
+90
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