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
$443M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$3.93M
2 +$2.59M
3 +$2.37M
4
VVV icon
Valvoline
VVV
+$2.25M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.66M

Sector Composition

1 Financials 8.96%
2 Healthcare 7.54%
3 Technology 7.53%
4 Industrials 7.21%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.57M 1.03%
20,525
-2,212
27
$4.45M 1%
12,184
+140
28
$4.44M 1%
16,390
-224
29
$4.36M 0.98%
37,669
-491
30
$4.32M 0.97%
58,872
+1,048
31
$4.08M 0.92%
39,442
+1,007
32
$4.07M 0.92%
39,785
-1,432
33
$3.93M 0.89%
+33,050
34
$3.93M 0.89%
73,600
-2,999
35
$3.87M 0.87%
87,241
+12,708
36
$3.76M 0.85%
45,655
-309
37
$3.67M 0.83%
68,203
+1,336
38
$3.65M 0.82%
28,982
-480
39
$3.57M 0.81%
9,862
+258
40
$3.55M 0.8%
7,489
+766
41
$3.54M 0.8%
1,619
+66
42
$3.38M 0.76%
41,557
+1,928
43
$3.35M 0.76%
17,901
+282
44
$3.34M 0.75%
26,909
+475
45
$3.31M 0.75%
43,108
+1,201
46
$3.29M 0.74%
23,188
+2,422
47
$3.15M 0.71%
8,518
+6
48
$3.13M 0.71%
9,313
+532
49
$3.11M 0.7%
9,742
+182
50
$3.09M 0.7%
46,114
-662