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
$386M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.77M
3
+$2.33M
4
PRAY icon
FIS Christian Stock Fund
PRAY
+$1.72M
5
TS icon
Tenaris
TS
+$1.58M

Top Sells

1
+$4M
2
+$3.98M
3
+$3.3M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.27M

Sector Composition

1 Financials 9.12%
2 Technology 7.69%
3 Healthcare 6.8%
4 Industrials 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 1.05%
88,527
-52,665
27
$3.99M 1.04%
19,596
+2,373
28
$3.69M 0.96%
85,776
+1,431
29
$3.67M 0.95%
47,229
+12,050
30
$3.5M 0.91%
24,664
-388
31
$3.45M 0.89%
14,504
+144
32
$3.41M 0.88%
10,794
+114
33
$3.37M 0.87%
15,015
34
$3.36M 0.87%
45,032
+1,267
35
$3.32M 0.86%
26,688
-1,730
36
$3.2M 0.83%
91,432
+213
37
$3.12M 0.81%
38,184
+843
38
$3.09M 0.8%
54,181
+260
39
$3.05M 0.79%
10,933
+224
40
$2.98M 0.77%
72,027
-42,657
41
$2.93M 0.76%
38,998
-6,330
42
$2.87M 0.74%
55,496
-145
43
$2.87M 0.74%
15,003
-658
44
$2.81M 0.73%
41,490
+342
45
$2.8M 0.73%
22,970
+200
46
$2.79M 0.72%
35,877
+1,359
47
$2.77M 0.72%
+113,098
48
$2.61M 0.68%
20,087
-1,118
49
$2.57M 0.67%
41,202
+1,073
50
$2.52M 0.65%
21,542
-1,742
1
2
3 4 5