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
$440M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$858K
3
+$757K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$565K
5
AMZN icon
Amazon
AMZN
+$433K

Top Sells

1
+$5.69M
2
+$3.05M
3
+$249K
4
MET icon
MetLife
MET
+$248K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$245K

Sector Composition

1 Technology 9.24%
2 Healthcare 7.5%
3 Consumer Discretionary 7.38%
4 Financials 7.22%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 1.01%
8,820
+208
27
$4.41M 1%
21,184
+1,257
28
$4.39M 1%
10,044
+325
29
$4.34M 0.99%
39,456
+1,890
30
$4.3M 0.98%
54,721
+2,834
31
$4.26M 0.97%
14,560
+1,456
32
$4.2M 0.96%
15,485
+212
33
$4.2M 0.95%
25,598
34
$4.02M 0.91%
44,212
+2,038
35
$4.01M 0.91%
37,890
+1,283
36
$3.98M 0.9%
116,833
-724
37
$3.92M 0.89%
88,488
-1,677
38
$3.69M 0.84%
21,794
+491
39
$3.63M 0.82%
132,420
+3,286
40
$3.54M 0.81%
57,266
+1,994
41
$3.5M 0.8%
27,554
+3,406
42
$3.45M 0.78%
15,441
+574
43
$3.4M 0.77%
11,255
+492
44
$3.39M 0.77%
78,202
-1,125
45
$3.35M 0.76%
48,306
+2,546
46
$3.21M 0.73%
7,514
-154
47
$3.08M 0.7%
57,524
+457
48
$3M 0.68%
15,161
+57
49
$2.99M 0.68%
14,088
-162
50
$2.93M 0.67%
88,259
+2,576
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