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
$425M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.26M
3
+$5.05M
4
CHE icon
Chemed
CHE
+$4.87M
5
UNH icon
UnitedHealth
UNH
+$4M

Top Sells

1
+$9.99M
2
+$6.44M
3
+$1.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.58M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$964K

Sector Composition

1 Healthcare 8.62%
2 Technology 8.46%
3 Financials 8.17%
4 Consumer Discretionary 6.97%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 0.97%
164,763
+51,665
27
$4.02M 0.95%
84,277
-4,250
28
$4.01M 0.94%
49,703
+2,474
29
$4M 0.94%
+8,474
30
$3.98M 0.94%
21,840
-2,199
31
$3.9M 0.92%
25,793
-895
32
$3.88M 0.91%
22,768
-1,896
33
$3.86M 0.91%
76,310
-197,670
34
$3.8M 0.89%
45,923
+891
35
$3.61M 0.85%
126,393
+1,755
36
$3.5M 0.82%
85,724
+3,656
37
$3.49M 0.82%
37,577
-607
38
$3.48M 0.82%
54,541
+360
39
$3.47M 0.82%
91,462
+30
40
$3.45M 0.81%
41,863
+661
41
$3.39M 0.8%
42,586
+1,096
42
$3.28M 0.77%
10,707
-226
43
$3.28M 0.77%
14,739
+235
44
$3.28M 0.77%
15,132
+117
45
$3.25M 0.76%
+12,710
46
$3.2M 0.75%
15,111
-118
47
$3.17M 0.75%
15,540
+537
48
$3.17M 0.75%
10,746
-48
49
$3.11M 0.73%
38,601
+2,724
50
$3.03M 0.71%
54,905
-591
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