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
$412M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$4.43M
3
+$1.54M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.02M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$791K

Top Sells

1
+$9.16M
2
+$4.42M
3
+$2.31M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.99M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M

Sector Composition

1 Financials 9%
2 Industrials 7.32%
3 Healthcare 7.26%
4 Technology 7.13%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 1.09%
80,274
+3,207
27
$4.38M 1.06%
38,160
-76
28
$4.29M 1.04%
12,044
-347
29
$4.09M 0.99%
76,599
-1,462
30
$4.06M 0.99%
57,824
+595
31
$3.92M 0.95%
32,606
-96
32
$3.92M 0.95%
16,614
-306
33
$3.77M 0.92%
41,217
-1,593
34
$3.73M 0.91%
63,950
-987
35
$3.62M 0.88%
45,964
+12,947
36
$3.62M 0.88%
1,553
37
$3.44M 0.84%
29,462
-157
38
$3.28M 0.8%
66,867
+1,544
39
$3.21M 0.78%
38,435
+1,813
40
$3.12M 0.76%
39,629
+1,557
41
$3.12M 0.76%
26,434
+469
42
$3.09M 0.75%
6,723
+494
43
$3.01M 0.73%
46,776
+80
44
$3M 0.73%
97,962
+6,274
45
$2.97M 0.72%
94,954
+101
46
$2.94M 0.72%
74,533
+20,034
47
$2.94M 0.71%
17,619
+105
48
$2.92M 0.71%
56,195
-98
49
$2.92M 0.71%
20,766
+655
50
$2.92M 0.71%
9,560
+243
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