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
$460M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.69M
3 +$2.04M
4
TOL icon
Toll Brothers
TOL
+$1.95M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.73M

Top Sells

1 +$1.12M
2 +$1.1M
3 +$912K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$762K

Sector Composition

1 Financials 8.93%
2 Healthcare 7.95%
3 Technology 7.53%
4 Industrials 6.76%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.74M 1.03%
66,738
+7,866
27
$4.61M 1%
16,339
-51
28
$4.52M 0.98%
10,540
-246
29
$4.46M 0.97%
39,426
-16
30
$4.4M 0.96%
19,804
-721
31
$4.31M 0.94%
12,404
+220
32
$4.02M 0.87%
1,695
+76
33
$4M 0.87%
34,740
-2,929
34
$3.83M 0.83%
9,688
+375
35
$3.71M 0.81%
7,973
+484
36
$3.68M 0.8%
34,006
+956
37
$3.63M 0.79%
69,602
+1,399
38
$3.62M 0.79%
45,695
+40
39
$3.6M 0.78%
28,296
-686
40
$3.59M 0.78%
18,616
+715
41
$3.54M 0.77%
9,981
+119
42
$3.44M 0.75%
8,341
-177
43
$3.44M 0.75%
27,429
+520
44
$3.43M 0.75%
23,994
+264
45
$3.4M 0.74%
33,346
-6,439
46
$3.35M 0.73%
14,141
+1,261
47
$3.3M 0.72%
10,063
+321
48
$3.24M 0.7%
75,365
+970
49
$3.21M 0.7%
45,257
+2,149
50
$3.19M 0.69%
42,258
+701