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
$491M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.7M
3
+$2.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.08M
5
FMS icon
Fresenius Medical Care
FMS
+$1.98M

Top Sells

1
+$2.44M
2
+$1.84M
3
+$1.58M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.48M
5
BND icon
Vanguard Total Bond Market
BND
+$1.38M

Sector Composition

1 Financials 8.89%
2 Healthcare 8.66%
3 Technology 7.48%
4 Industrials 7%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.19M 1.06%
88,707
+1,111
27
$5.16M 1.05%
102,594
+2,462
28
$4.92M 1%
31,046
+425
29
$4.84M 0.99%
9,964
+276
30
$4.78M 0.97%
10,072
-468
31
$4.67M 0.95%
19,332
-472
32
$4.6M 0.94%
12,813
+409
33
$4.48M 0.91%
75,795
+430
34
$4.44M 0.9%
32,901
-445
35
$4.44M 0.9%
8,399
+426
36
$4.24M 0.86%
1,768
+73
37
$4.22M 0.86%
10,164
+101
38
$4.21M 0.86%
23,468
-526
39
$4.14M 0.84%
45,747
+52
40
$4.08M 0.83%
19,745
+1,129
41
$3.95M 0.8%
10,107
+126
42
$3.94M 0.8%
15,457
+1,316
43
$3.91M 0.8%
7,794
+76
44
$3.91M 0.8%
70,468
+866
45
$3.89M 0.79%
27,625
-671
46
$3.79M 0.77%
21,789
+757
47
$3.68M 0.75%
43,100
+842
48
$3.53M 0.72%
48,217
+2,960
49
$3.49M 0.71%
9,274
+933
50
$3.37M 0.68%
13,183
+555
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